Hubbardton Forge Savings And Retirement Plan
Sponsored by Hubbardton Forge, Llc · EIN 203535651 · Plan #001
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 197
- With balances
- 293
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $39,227 |
| Pensionmark Financial Group | Investment advisory (plan), Consulting fees | $26,255 |