Hd&W Retirement Plan
Sponsored by Hawkins, Delafield & Wood, Llp · EIN 135513990 · Plan #001
- Total assets
- $107M
- Net assets
- $107M
- Active participants
- 93
- With balances
- 149
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 |
|---|---|---|
| Ingham & Company | Contract administrator, Shareholder servicing fees, Sub-transfer agency fees | $126,115 |
| National Financial Services | Custodial (securities) | $18,161 |