Hfi, Llc Savings Plan
Sponsored by Hfi, Llc · EIN 203914731 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 352
- With balances
- 545
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $55,190 |
| Everhart Financial Group Inc | Investment advisory (plan) | $32,937 |