AUMdb

Hgl Lbm Holdings, Llc Profit Sharing Plan

Sponsored by Hgl Lbm Holdings Llc · EIN 823866292 · Plan #001

Total assets
$58.1M
Net assets
$58.1M
Active participants
468
With balances
557

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $135,079
Commonwealth Equity Services, Llc Investment advisory (plan) $43,017
Nbt Bank Na Dba Tpa Experts Contract administrator $5,017