Hassell & Hughes Lumber Company, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Hassell & Hughes Lumber Company, Inc. · EIN 620228798 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 84
- With balances
- 89
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirment Solutions Ll | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $17,334 |
| Raymond James And Associates, Inc. | Investment advisory (plan) | $13,072 |
| Envestnet Retirement Solutions Llc | Investment advisory (plan) | $2,615 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,325 |