Hinman, Howard & Kattell, Llp Profit Sharing Plan And Trust No. 2
Sponsored by Hinman, Howard & Kattell, Llp · EIN 150561878 · Plan #001
- Total assets
- $50.3M
- Net assets
- $50.3M
- Active participants
- 1
- With balances
- 5
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 |
|---|---|---|
| Douglas Winthrop Advisors, Llc | Investment management fees (direct) | $47,725 |
| John G. Ullman & Associates | Recordkeeping fees | $30,200 |
| Nbt Wealth Managament | Recordkeeping fees | $10,042 |
| Trg Capital Management | Investment management fees (direct) | $8,234 |
| Newport Group | Participant loan processing, Recordkeeping, Other fees | $8,102 |
| Kestra Advisory Services, Llc | Investment management fees (direct) | $2,332 |