AUMdb

Shore Capital Partners Management, Lp Retirement Savings Plan

Sponsored by Shore Capital Partners Management Lp · EIN 272551508 · Plan #002

Total assets
$10.5M
Net assets
$10.5M
Active participants
168
With balances
168

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Northwestern Mutual Wealth Mgmt Co Investment advisory (plan) $32,859
Empower Annuity Insurance Company O Recordkeeping fees $25,482
Empower Advisory Group, Llc Investment management $9,081
Futureplan By Ascensus Bpc Contract administrator $750