Allen & Hoshall, Inc. Profit Sharing Plan
Sponsored by Allen & Hoshall, Inc. · EIN 620909491 · Plan #002
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 85
- With balances
- 117
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $45,083 |
| Empower Advisory Group Llc | Investment management | $7,345 |
| Ellis Benefits Group Inc | Contract administrator | $2,910 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |