The H.T. Hackney Co. Employees Profit Sharing Retirement Plan And Trust
Sponsored by The H. T. Hackney Company · EIN 620222535 · Plan #001
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 4,846
- With balances
- 2,168
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 |
|---|---|---|
| Rather & Kittrell, Inc. CRD 114885 | fuzzy_auto · 96% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rather & Kittrell Inc | Investment advisory (plan) | $127,400 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $91,553 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,688 |