AUMdb

Distribution Services Retirement Plan

Sponsored by 1155 55 H Partners, Llc · EIN 471540897 · Plan #001

Total assets
$17.5M
Net assets
$17.5M
Active participants
671
With balances
292

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
John Hancock Life Insurance Company Recordkeeping, Float revenue, Investment management $2,927
Wilshire Associates Inc Investment advisory (participants) $2,917