AUMdb

Floform Countertops Llc 401(k) Plan

Sponsored by Floform Countertops Llc · EIN 262448268 · Plan #001

Total assets
$9.8M
Net assets
$9.8M
Active participants
280
With balances
373

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
Hohimer Wealth Management, Llc CRD 300140 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Hohimer Wealth Management, Llc Investment advisory (participants) $23,456
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $14,174
Wilshire Associates Inc(usa) Investment advisory (participants) $1,877