AUMdb

Herman Kay Company, Incorporated Employee 401 K Savings Plan

Sponsored by Mystic, Inc. · EIN 133533735 · Plan #001 · New York, NY

Total assets
$22.1M
Net assets
$22.1M
Active participants
118
With balances
99

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
Stone Hill Fiduciary Investment advisory (plan) $35,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$49,465