SHELTER ROCK MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
4
Active participants
909
Total plan assets
$68.3M
Filings (rows)
4
Direct comp
$272K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant4
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NEXFIRM LLC NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN | SCARSDALE, NY | Advisor / Consultant FEE- BASED ADVISOR | 296 | $27.2M | $107K |
| NEXFIRM LLC NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN | SCARSDALE, NY | Advisor / Consultant FEE- BASED ADVISOR | 265 | $19.5M | $72K |
| NEXFIRM LLC NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN | SCARSDALE, NY | Advisor / Consultant FEE- BASED ADVISOR | 237 | $11.9M | $54K |
| COMMODORE CONSTRUCTION CORP. COMMODORE CONSTRUCTION CORP. 401(K) RETIREMENT PLAN | MOUNT VERNON, NY | Advisor / Consultant ADVISOR | 111 | $9.7M | $39K |