AUMdb

The Hackett Group, Inc. 401 K Plan

Sponsored by The Hackett Group, Inc. · EIN 650750100 · Plan #001

Total assets
$144M
Net assets
$144M
Active participants
600
With balances
854

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Sageview Advisory Group, Llc Consulting (general), Direct payment from the plan $155,662
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $70,633
Charles Schwab & Co., Inc Securities brokerage, Securities brokerage commissions $558
National Financial Services Securities brokerage, Securities brokerage commissions $0