Shive Hattery Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Shive Hattery Group, Inc. · EIN 421481495 · Plan #002
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 552
- With balances
- 627
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $105,693 |
| Sageview Advisory Group, Llc | Investment management | $31,367 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $29,148 |