AUMdb

Hilite 401(k) Retirement & Savings Plan

Sponsored by Hilite International · EIN 752147742 · Plan #001

Total assets
$30.1M
Net assets
$30.1M
Active participants
282
With balances
622

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $65,559
Global Retirement Partners Llc Investment management, Direct payment from the plan $19,321
Sikich Cpa Llc Accounting, Direct payment from the plan $11,250
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $138