H. N. Funkhouser & Co. 401(k) Plan
Sponsored by H. N. Funkhouser & Co. · EIN 540832075 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 242
- With balances
- 115
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 |
|---|---|---|
| Buttonwood Wealth, Llc CRD 305896 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Buttonwood Wealth Llc | Investment advisory (plan), Consulting fees | $14,681 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $14,265 |
| American Trust Company | Contract administrator, Recordkeeping, Consulting (pension) | $11,889 |