AUMdb

Michael Hatcher & Associates 401(k) Plan

Sponsored by Michael Hatcher & Associates, Inc. · EIN 263958596 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
307
With balances
128

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
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mml Investors Services Llc Investment advisory (plan) $21,620
Empower Annuity Insurance Company Recordkeeping fees $11,404
Ares Retirement Plan Services Contract administrator $2,440