Udelhoven 401(k) Plan & Trust
Sponsored by Harding Holdings, Inc. · EIN 920110209 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 281
- With balances
- 129
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 |
|---|---|---|
| Sg Advisors Inc CRD 291314 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sg Advisors | Investment advisory (participants) | $29,148 |
| John Hancock | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $0 |