Hawkins Ash Cpas, Llp Retirement Plan
Sponsored by Hawkins Ash Cpas, Llp · EIN 390912608 · Plan #001 · La Crosse, WI
- Total assets
- $34.1M
- Net assets
- $34.1M
- Active participants
- 215
- With balances
- 242
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 |
|---|---|---|
| Murray Financial Group, Llc CRD 157626 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $40,469 |
| Leafhouse | Investment advisory (participants) | $23,347 |
| Isc Financial Advisors | Investment advisory (plan) | $17,850 |