Hunters Run 401(k) Retirement Plan
Sponsored by Hunters Run Property Owners Asso · EIN 591965261 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 310
- With balances
- 179
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 |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Financial | Investment management | $6,725 |
| Wells Fargo Advisors | Investment advisory (participants) | $5,941 |
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $3,554 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $2,214 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |