AUMdb

Hillcrest Contracting, Inc. 401(k) Profit Sharing Plan

Sponsored by Hillcrest Contracting, Inc. · EIN 330084251 · Plan #002

Total assets
$12.8M
Net assets
$12.8M
Active participants
113
With balances
144

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Accelerate Investment Advisors Llc CRD 325859 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $20,189
Pension Assurance Llp Accounting $17,500
Nfp Retirement Inc Other fees $15,390
Economic Group Pension Services Inc Contract administrator $13,809
Empower Advisory Group, Llc Investment management $13,472
Accelerated Investment Advisors Llc Investment advisory (plan) $9,386
Economic Group Pension Services Llc Contract administrator $2,346
Empower Annuity Insurance Company Recordkeeping fees $0