H.W. Lochner, Inc. 401(k) Retirement Plan
Sponsored by H.W. Lochner, Inc. · EIN 362338811 · Plan #001
- Total assets
- $151M
- Net assets
- $151M
- Active participants
- 797
- With balances
- 1,102
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insur And Annuity | Recordkeeping fees, Other fees | $39,580 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $15,028 |
| The Angell Pension Group, Inc. | Other services, Other fees | $8,633 |