Heller's Gas, Inc. 401(k) Plan
Sponsored by Heller's Gas, Inc. · EIN 232403226 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 264
- With balances
- 391
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 |
|---|---|---|
| Trustmont Advisory Group, Inc. CRD 106015 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $38,578 |
| Trustmont Advisory Group Inc | Investment advisory (plan), Direct payment from the plan | $31,239 |