AUMdb

Hobson & Motzer, Inc. 401 K Plan

Sponsored by Hobson & Motzer, Inc. · EIN 060676969 · Plan #002

Total assets
$38.9M
Net assets
$38.9M
Active participants
302
With balances
367

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
Smith Brothers Financial, Llc CRD 322951 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $115,409
Smith Brothers Financial, Llc Investment advisory (plan), Other fees $0
Dimeo Schneider Investment advisory (plan), Other fees $0