Hennessy & Roach 401 K Savings Plan
Sponsored by Hennessy & Roach P.C. · EIN 363883812 · Plan #001
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 168
- With balances
- 194
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 |
|---|---|---|
| Merrill Lynch Retirement & Benefit | Investment advisory (plan), Direct payment from the plan | $73,426 |
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping | $4,620 |