AUMdb

Hays U.S. Corporation 401(k) Plan

Sponsored by Hays U.S. Corporation · EIN 593686175 · Plan #002

Total assets
$36.2M
Net assets
$36.2M
Active participants
1,614
With balances
1,052

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sageview Advisory Group Llc Investment advisory (plan) $75,936
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $64,030