AUMdb

Hill Wallack Retirement Plan

Sponsored by Hill Wallack Llp · EIN 222118088 · Plan #002

Total assets
$23.9M
Net assets
$23.9M
Active participants
166
With balances
193

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Newport Capital Group Llc Other fees $122,778
Empower Advisory Group, Llc Investment management $21,214
Empower Annuity Insurance Company O Recordkeeping fees $0