Hall Prangle & Schoonveld Llc Retirement Plan
Sponsored by Hall Prangle & Schoonveld Llc · EIN 043674858 · Plan #001
- Total assets
- $27.6M
- Net assets
- $27.6M
- Active participants
- 108
- With balances
- 162
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 |
|---|---|---|
| Strategic Wealth Partners Llc CRD 336564 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $30,426 |
| Strategic Wealth Partners Group | Investment advisory (plan) | $29,112 |
| Kovitz Investment Group Partners | Investment advisory (plan) | $11,908 |