Hennion & Walsh, Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Hennion & Walsh. Inc · EIN 223005841 · Plan #001
- Total assets
- $38.6M
- Net assets
- $38.6M
- Active participants
- 126
- With balances
- 137
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 |
|---|---|---|
| Pensionmark Financial Group Llc | Direct payment from the plan, Investment advisory (plan) | $31,461 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $13,542 |