Huey's Investment Plan
Sponsored by Uncle Donald's Restaurants, Llc · EIN 263743838 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 369
- With balances
- 283
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 |
|---|---|---|
| Duncan Williams Asset Management, Llc CRD 174809 | deterministic · 100% | 2024 |
| B. Riley Wealth Advisors, Inc. CRD 115927 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Duncan Williams Asset Management | Investment advisory (participants) | $14,758 |
| B. Riley Wealth Advisors, Inc. | Investment advisory (participants) | $9,456 |
| John Hancock Life Insurance Company | Recordkeeping | $3,024 |