Hgs 401(k) Retirement Plan
Sponsored by Kimberly S Koch · EIN 731723493 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 6,393
- With balances
- 378
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $41,572 |
| Capfinanical Partners Llc | Investment advisory (plan) | $13,496 |