AUMdb

Hdh Instruments, Lp 401(k) Plan

Sponsored by Hdh Instruments, Lp · EIN 741987201 · Plan #001

Total assets
$14.5M
Net assets
$14.5M
Active participants
185
With balances
173

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward D Jones & Co Lp Investment advisory (plan) $49,871
Empower Annuity Insurance Company O Recordkeeping fees $18,046
July Business Services, Llc Contract administrator $1,100
Empower Advisory Group, Llc Investment management $127