S & H Realty Management, Llp 401(k) Plan
Sponsored by S & H Realty Management, Llp · EIN 411797774 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 100
- With balances
- 147
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $22,658 |
| Usi Advisors Inc | Investment advisory (plan) | $19,489 |
| Nfp Retirement | Contract administrator | $875 |