John A. Hudec And Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by John A. Hudec And Associates, Inc. · EIN 341455076 · Plan #002
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 282
- With balances
- 191
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co Inc | Investment advisory (plan) | $28,481 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $26,138 |