AUMdb

Heniff Companies 401(k) Retirement Savings Plan

Sponsored by Long Iron Services, Llc · EIN 320572817 · Plan #001

Total assets
$102M
Net assets
$102M
Active participants
1,587
With balances
1,860

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
Capital Strategies Group, Llc CRD 140120 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $143,502
Capital Strategies Investment Group Investment advisory (plan) $73,687