AUMdb

Henning Construction Company 401(k) Plan

Sponsored by Henning Construction Company · EIN 420936661 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
122
With balances
107

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
Primary Wealth Management, Llc CRD 282370 deterministic · 100% 2024
Ifp Advisors, Llc CRD 125112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Primary Wealth Management, Llc Investment advisory (participants), Investment advisory (plan), Participant communication $15,937
Newport Group, Inc. Recordkeeping, Consulting (pension), Participant communication $8,296
Newport Group, Inc. Recordkeeping, Consulting (pension), Participant communication $6,949
Independent Financial Partners Investment advisory (participants), Investment advisory (plan), Participant communication $5,101
Nationwide Recordkeeping, Custodial (securities), Other services $1,097
Newport Group, Inc. Recordkeeping, Consulting (pension), Participant communication $190