Hannis T. Bourgeois, Llp Profit Sharing Plan & Trust
Sponsored by Hannis T. Bourgeois, Llp · EIN 720636725 · Plan #001
- Total assets
- $33.7M
- Net assets
- $33.7M
- Active participants
- 142
- With balances
- 177
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $93,427 |
| The Haslauer Group, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,600 |
| Transamerica Trust Company | Trustee (institutional) | $167 |
| Lpl Financial Corporation | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |