Hattenhauer Distributing Profit Sharing Plan
Sponsored by Hattenhauer Distributing Co. · EIN 930962905 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 113
- With balances
- 126
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Zuna, Llc CRD 306113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zuna, Llc | Investment advisory (participants) | $11,375 |
| Capital Group Retirement Plan Serv | Recordkeeping, Custodial (securities), Recordkeeping fees | $825 |