Shulman Rogers, P.A. Retirement Plan
Sponsored by Shulman Rogers, P.A. · EIN 521008944 · Plan #001
- Total assets
- $116M
- Net assets
- $116M
- Active participants
- 208
- With balances
- 295
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $50,690 |
| Kestra Advisory Services, Llc | Investment advisory (plan) | $25,000 |