Retirement Plan For Employees Of The Millers Insurance Group
Sponsored by Hallmark Financial Services Inc · EIN 750439860 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 5
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Usi Consulting Group | Actuarial, Recordkeeping, Consulting (pension) | $49,767 |
| Nfp Retirement Inc. | Consulting (general) | $25,000 |
| Grant Thornton, Llp | Accounting | $23,175 |
| Principal Financial Group, Inc. | Recordkeeping, Trustee (institutional), Direct payment from the plan | $11,274 |