AUMdb

Haulotte Bil Jax Retirement Savings Investment Plan

Sponsored by Bil Jax, Inc. · EIN 344414138 · Plan #004

Total assets
$13.7M
Net assets
$13.7M
Active participants
289
With balances
194

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Highland Consulting Associates Inc. CRD 109834 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $53,658
Highland Consulting Associates Inc Investment advisory (plan) $32,473
Empower Annuity Insurance Company Recordkeeping fees $22,030