Hall, Estill Profit Sharing And 401(k) Plan
Sponsored by Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. · EIN 730931831 · Plan #001
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 162
- With balances
- 218
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 |
|---|---|---|
| The Legacy Financial Group, Inc. CRD 135059 | deterministic · 100% | 2024 |
| Olistico Wealth, Llc CRD 315028 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Legacy Financial Group | Investment advisory (participants) | $34,576 |
| Olistico Wealth | Investment advisory (participants) | $27,129 |
| Bokf, Na | Custodial (securities), Trustee (institutional), Trustee (directed) | $7,373 |
| Ubs Financial Service | Securities brokerage | $0 |