AUMdb

Halvik Corp. 401(k) Plan

Sponsored by Halvik Corp · EIN 134367307 · Plan #001

Total assets
$21.0M
Net assets
$21.0M
Active participants
352
With balances
311

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Rpcp Investment advisory (plan), Direct payment from the plan $37,009
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $25,598