Hok Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Hok Group, Inc. · EIN 431205826 · Plan #001
- Total assets
- $362M
- Net assets
- $362M
- Active participants
- 1,414
- With balances
- 2,494
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Modera Wealth Management, Llc CRD 155649 | deterministic · 100% | 2024 |
| Acropolis Investment Management, L.L.C. CRD 121307 | fuzzy_auto · 99% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Steelpeak Wealth, Llc CRD 165168 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $184,841 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $26,093 |
| Modera Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $18,270 |
| Acropolis Investment Managemen | Investment advisory (participants), Direct payment from the plan | $14,608 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $10,768 |
| Steelpeak Wealth Llc | Investment advisory (participants), Direct payment from the plan | $6,250 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,695 |