The Employees' Profit Sharing & Retirement Plan Of Haun Welding Supply, Inc.
Sponsored by Haun Welding Supply, Inc · EIN 150600299 · Plan #001
- Total assets
- $26.4M
- Net assets
- $26.4M
- Active participants
- 316
- With balances
- 426
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 |
|---|---|---|
| Reagan Companies Asset Management, Inc CRD 161648 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Reagan Companies Asset Mgmt. | Investment advisory (plan), Investment management, Other services | $66,429 |
| Benefit Plans Administrative Svcs | Recordkeeping, Custodial (securities), Trustee (institutional) | $28,232 |