AUMdb

Nally & Hamilton Enterprises, Inc. 401(k) Profit Sharing Plan

Sponsored by Nally & Hamilton Enterprises, Inc. · EIN 610861287 · Plan #001 · Bardstown, KY

Total assets
$14.2M
Net assets
$14.2M
Active participants
207
With balances
197

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
American Trust Company Trustee (discretionary), Contract administrator, Recordkeeping $28,906
First Bankers Trust Investment advisory (plan), Direct payment from the plan $19,258