Williams Hart & Boundas, Llp 401(k) Plan
Sponsored by Williams Hart & Boundas, Llp · EIN 760397414 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 93
- With balances
- 122
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Advisor Networks | Investment advisory (plan) | $37,678 |
| John Hancock | Recordkeeping, Investment advisory (participants), Participant loan processing | $15,568 |