AUMdb

Hall, Render, Killian, Heath & Lyman, Pc 401(k) Profit Sharing Plan

Sponsored by Hall, Render, Killian, Heath & Lyman, Pc · EIN 351427161 · Plan #002

Total assets
$143M
Net assets
$142M
Active participants
321
With balances
431

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merril Lynch Consulting Services Investment advisory (participants), Investment advisory (plan), Other investment fees and expenses $60,000
Newport Group, Inc. Claims processing, Recordkeeping, Participant loan processing $49,941