Hawktree Retirement Plan
Sponsored by Hawktree International, Inc. · EIN 990090520 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 305
- With balances
- 308
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 |
|---|---|---|
| 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 Co | Recordkeeping fees | $67,506 |
| Empower Advisory Group Llc | Investment management | $18,061 |
| N&K Cpas, Inc. | Accounting | $15,707 |
| Hicks Pension Group | Contract administrator | $11,655 |
| 3 38 Investment Fiduciaries Inc | Investment advisory (plan) | $7,605 |
| Bankoh Investment Services | Other commissions | $0 |