Howard Sheppard, Llc 401(k) Plan
Sponsored by Howard Sheppard, Llc · EIN 884056071 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 518
- With balances
- 231
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 |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rockefeller Capital Management | Investment advisory (plan), Investment management fees (direct) | $31,586 |
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $8,828 |