AUMdb

Hollingsworth Management Services, L.Lc. 401(k) Plan

Sponsored by Hollingsworth Management Services, L.L.C. · EIN 383441801 · Plan #001

Total assets
$36.0M
Net assets
$36.0M
Active participants
1,341
With balances
919

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 · 97% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Inc Investment advisory (plan) $82,966
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $62,690