Halton Group Americas Inc. 401 K Plan
Sponsored by Halton Group Americas Inc. · EIN 202371429 · Plan #001
- Total assets
- $21.3M
- Net assets
- $21.3M
- Active participants
- 493
- With balances
- 495
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 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W Baird And Co Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $23,296 |
| Stifel Nicolaus And Co Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $20,310 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $13,378 |
| Mesirow Financial Invstmnt Mgmt Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $9,737 |