AUMdb

H&K Equipment, Inc 401(k) Plan

Sponsored by H&K Equipment, Inc · EIN 251437196 · Plan #001

Total assets
$28.3M
Net assets
$28.3M
Active participants
337
With balances
390

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Dunbar, Bender & Zapf, Inc. Contract administrator $41,909
Global Retirement Partners Investment advisory (plan) $34,000
Empower Annuity Insurance Company Recordkeeping fees $29,740
Empower Advisory Group, Llc Investment management $6,868
Grossman Yanak & Ford Other fees $6,000