Hunter Davisson, Inc. 401(k) Trust
Sponsored by Hunter Davisson, Inc. · EIN 930549473 · Plan #002
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 141
- With balances
- 173
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 |
|---|---|---|
| Martel Wealth Advisors, Llc CRD 296896 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Martel Wealth Advisors | Investment advisory (plan), Consulting fees | $27,350 |
| Stanccorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $12,186 |