AUMdb

Hunt & Henriques,Llp 401(k) Plan

Sponsored by Hunt & Henriques,Llp · EIN 770051455 · Plan #002

Total assets
$15.6M
Net assets
$15.6M
Active participants
65
With balances
117

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
Smart Investor Investment advisory (plan) $52,418
The Retirement Plan Company, Llc Recordkeeping fees $28,599
Matrix Custodial (securities) $7,477