Hennebery Eddy Architects, Inc. 401(k) Plan
Sponsored by Hennebery Eddy Architects, Inc. · EIN 931228592 · Plan #001
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 104
- With balances
- 142
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 |
|---|---|---|
| Horst & Graben Wealth Management, Llc CRD 297368 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $32,371 |
| Horst & Graben Wealth Management | Investment advisory (plan) | $30,937 |
| 3 38 Investment Fiduciaries Inc | Investment advisory (plan) | $7,735 |
| Empower Advisory Group, Llc | Investment management | $3,110 |