Hurwitz Fine P.C. 401(k) And Profit Sharing Plan
Sponsored by Hurwitz Fine P.C. · EIN 161085939 · Plan #004
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 98
- With balances
- 133
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | 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 | $44,768 |
| Actuarial Consulting Services | Contract administrator, Other services, Direct payment from the plan | $4,705 |
| Osaic Wealth Inc | Other services, Other commissions, Other fees | $0 |
| Securities America, Inc | Other services, Other commissions, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |