Hoist & Crane Service Group, Inc. 401 K Retirement Savings Plan
Sponsored by Hoist & Crane Service Group, Inc. · EIN 720961967 · Plan #001
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 447
- With balances
- 560
Plan year beginning 02/29/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stokes Family Office Llc CRD 300899 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $25,753 |
| Stokes Family Office Llc | Investment advisory (plan) | $20,285 |