Howard Energy Tax Deferred Savings Plan
Sponsored by Howard Energy Co., Inc. · EIN 911218779 · Plan #020
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 59
- With balances
- 136
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 |
|---|---|---|
| Cornerstone Wealth Advisors, Inc. CRD 309544 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Wealth Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $30,234 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $1,646 |