AUMdb

H&T Waterbury, Llc 401(k) Plan

Sponsored by H & T Waterbury, Llc · EIN 934858061 · Plan #001

Total assets
$25.4M
Net assets
$25.4M
Active participants
401
With balances
151

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $66,719