AUMdb

Hancock, Daniel & Johnson, P.C. 401(k) Retirement Plan

Sponsored by Hancock, Daniel & Johnson, P.C. · EIN 710916697 · Plan #001

Total assets
$29.6M
Net assets
$29.6M
Active participants
99
With balances
145

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $2,730
Kravitz Inc Other services, Other fees $0