AUMdb

H & K Retirement Savings Plan

Sponsored by H & K International, Inc. · EIN 752513069 · Plan #003

Total assets
$27.0M
Net assets
$27.0M
Active participants
200
With balances
176

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $58,597
Empower Annuity Insurance Company Recordkeeping fees $37,680
Empower Advisory Group, Llc Investment management $11,126
Nova 401(k) Associates Contract administrator $0