Austin Hardware & Supply, Inc. 401(k) Profit Sharing Plan
Sponsored by Austin Hardware & Supply, Inc. · EIN 430887563 · Plan #001
- Total assets
- $35.8M
- Net assets
- $35.8M
- Active participants
- 156
- With balances
- 177
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lion Street Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $56,213 |
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Direct payment from the plan | $10,851 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |
| Charles Schwab Bank | Custodial (securities), Shareholder servicing fees, Float revenue | $0 |