AUMdb

Hatfield And Company, Inc. 401(k) Profit Sharing Plan

Sponsored by Hatfield And Company, Inc. · EIN 741646507 · Plan #001

Total assets
$19.4M
Net assets
$19.4M
Active participants
141
With balances
125

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

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Compan Recordkeeping $1,384
Edward D Jones & Co Lp Investment advisory (participants) $0
Willshire Associates Inc Investment advisory (participants) $0