Hilgartwilson, Llc 401(k) Plan
Sponsored by Hilgartwilson, Llc · EIN 270723942 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $33,886 |
| Osaic Wealth Inc | Investment advisory (plan) | $29,423 |
| Empower Advisory Group, Llc | Investment management | $7,633 |
| Woodbury Financial Services Inc | Investment advisory (plan) | $4,395 |