AUMdb

Hlp A Plan

Sponsored by Hahn Loeser & Parks Llp · EIN 340410308 · Plan #005

Total assets
$33.1M
Net assets
$33.1M
Active participants
180
With balances
228

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
John Hancock Retirement Plan Srvcs Recordkeeping, Participant loan processing, Float revenue $29,651
Ubs Financial Service Inc. Consulting fees $27,940