Sharjo Profit Sharing Plan
Sponsored by Elite Restoration Holdings, Llc · EIN 872163727 · Plan #002
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 85
- With balances
- 189
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Trg Investment Advisors, Llc CRD 315629 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trg Investment Advisor, Llc | Investment advisory (plan) | $29,578 |
| The Vanguard Group | Contract administrator | $25,676 |
| Americantcs Fiduciary Services | Plan administrator, Named fiduciary | $18,483 |
| Futureplan By Ascensus | Recordkeeping | $10,336 |