AUMdb

Sherwood Mechanical, Inc. 401(k) Plan

Sponsored by Sherwood Mechanical, Inc. · EIN 680565225 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
195
With balances
216

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $57,634
Nfp Retirement Inc. Investment advisory (plan), Other fees $0