AUMdb

Association Headquarters, Inc. 401(k) Profit Sharing Plan

Sponsored by Association Headquarters, Inc. · EIN 222221776 · Plan #002

Total assets
$13.1M
Net assets
$13.1M
Active participants
154
With balances
219

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $30,362
Hyperion Partners Llc Investment advisory (plan) $28,932
The Mandmarblestone Group Llc Consulting (general) $7,267