AUMdb

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan

Sponsored by Halquist Stone Company, Inc. · EIN 391139607 · Plan #001

Total assets
$32.1M
Net assets
$32.1M
Active participants
245
With balances
371

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
Associated Trust Company, N.A. Recordkeeping, Consulting (pension), Trustee (discretionary) $75,383
Reilly, Penner & Benton Llp Accounting, Direct payment from the plan $9,700