Hinman, Howard & Kattell, Llp Profit Sharing Plan And Trust No. 1
Sponsored by Hinman, Howard & Kattell, Llp · EIN 150561878 · Plan #002
- Total assets
- $50.3M
- Net assets
- $50.3M
- Active participants
- 143
- With balances
- 204
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 |
|---|---|---|
| Douglass Winthrop Advisors Llc | Investment management fees (direct) | $47,725 |
| John G Ullman & Associates | Recordkeeping fees | $30,200 |
| Nbt Wealth Management | Investment management fees (direct) | $10,042 |
| Trg Capital Management | Investment management fees (direct) | $8,234 |
| Newport Group, Inc | Participant loan processing, Other fees, Direct payment from the plan | $8,102 |
| Kestra Advisory Services, Llc | Investment management fees (direct) | $2,332 |