AUMdb

Henderson, Franklin, Starnes & Holt, P.A. Employee Profit Sharing Plan

Sponsored by Henderson Franklin Starnes & Holt, P.A. · EIN 591237100 · Plan #001

Total assets
$41.1M
Net assets
$41.1M
Active participants
132
With balances
187

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $3,378