Retire Right 401(k) Plan
Sponsored by Leading Plan Solutions, Inc. · EIN 862271858 · Plan #002
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 711
- With balances
- 1,566
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 |
|---|---|---|
| Hfm Investment Advisors, Llc CRD 289103 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Leading Retirement Solutions | Recordkeeping | $62,400 |
| Hfm Investment Advisors, Llc | Investment advisory (participants) | $21,540 |
| Trust Integritas | Consulting (general), Legal | $6,710 |