AUMdb

Hdi Global Insurance Company 401(k) Plan

Sponsored by Hdi Global Insurance Company · EIN 300409219 · Plan #001

Total assets
$48.9M
Net assets
$48.9M
Active participants
268
With balances
282

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
M Holdings Securities, Inc. CRD 43285 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $58,099
M Holdings Securities Investment advisory (plan), Direct payment from the plan $43,124