Htc America, Inc. 401(k) Plan
Sponsored by Htc America, Inc. · EIN 820588689 · Plan #001
- Total assets
- $32.6M
- Net assets
- $32.2M
- Active participants
- 98
- With balances
- 312
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $32,508 |
| Clark Nuber P.S. | Accounting, Direct payment from the plan | $22,504 |
| Matrix Trust | Custodial (securities), Direct payment from the plan, Float revenue | $11,408 |