AUMdb

Hill Wiremasters 401(k) Profit Sharing Plan & Trust

Sponsored by Hill Wiremasters · EIN 621840271 · Plan #002

Total assets
$43.0M
Net assets
$43.0M
Active participants
278
With balances
312

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Raymond James Financial Services Investment advisory (plan) $58,612
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $44,023
Acuff & Associates, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $1,200
July Business Services, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $850