AUMdb

The Hickory Farms Employee Savings And Retirement Plan

Sponsored by Hickory Farms, Llc · EIN 341533409 · Plan #001

Total assets
$11.2M
Net assets
$11.2M
Active participants
115
With balances
191

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
Mesirow Financial Investment Management, Inc. CRD 111135 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Creative Planning Holdco Llc Dba Cr Investment advisory (plan) $27,239
Baker Tilly Virchow Krause, Llp Accounting $15,050
Empower Annuity Insurance Company O Recordkeeping fees $11,070
Mesirow Financial Investment Manage Investment management $6,672