AUMdb

Hillyard Revised Retirement Plan

Sponsored by Hillyard Industries · EIN 440284100 · Plan #334

Total assets
$54.3M
Net assets
$54.3M
Active participants
101
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Atlanta Consulting Group Advisors, Llc CRD 288169 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Willis Towers Watson Us Llc Actuarial, Consulting (pension), Direct payment from the plan $93,000
Milliman Actuarial, Direct payment from the plan $54,076
The Commerce Trust Company Custodial (securities), Trustee (institutional), Securities brokerage $45,055
Atlanta Consulting Group Investment advisory (plan), Direct payment from the plan $45,027
Grant Thornton Accounting, Direct payment from the plan $15,000
Clifton Larson Allen Accounting, Direct payment from the plan $6,825