Hearthstone Retirement Savings Plan
Sponsored by Hearthstone Utilities Inc. · EIN 273003768 · Plan #002
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 121
- With balances
- 291
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $92,008 |
| Baker Tilly Us, Llp | Accounting | $15,412 |
| Gallagher Benefit Services Inc | Other fees | $0 |