Hallkeen Management, Inc. 401(k) Retirement Plan
Sponsored by Hallkeen Management, Inc. · EIN 043097814 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 1,071
- With balances
- 1,451
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 |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $137,340 |
| The Angell Pension Group, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $97,607 |
| Merrill Lynch Life Agency, Inc. | Investment advisory (plan) | $50,745 |
| Gray Gray & Gray Llp | Accounting | $17,000 |