Hunter Douglas Employees' Retirement Plan
Sponsored by Hunter Douglas, Inc. · EIN 132614416 · Plan #002
- Total assets
- $15.1M
- Net assets
- $14.9M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Partners Capital, Llc CRD 328074 | fuzzy_auto · 93% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| October Three Consulting Llc | Actuarial, Direct payment from the plan | $1,034,033 |
| Partners Capital Inv Grp, Llc | Investment advisory (plan), Direct payment from the plan | $554,911 |
| Bank Of America | Trustee (institutional), Direct payment from the plan | $74,419 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $15,450 |
| Bdg Cpas | Accounting | $14,150 |