AUMdb

Hm.Clause, Inc. 401(k) Retirement Plan

Sponsored by Hm.Clause, Inc. · EIN 941695235 · Plan #006

Total assets
$102M
Net assets
$102M
Active participants
719
With balances
774

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
Nwk Group, Inc. CRD 124186 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nwk Group Inc Investment advisory (plan) $65,000
Empower Annuity Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping $52,325
Advised Assets Group, Llc Investment management $2,558