AUMdb

Hill & Wilkinson Construction Group, Ltd. 401(k) Plan

Sponsored by Hill & Wilkinson Construction Group, Ltd · EIN 263786471 · Plan #001

Total assets
$44.6M
Net assets
$44.6M
Active participants
405
With balances
479

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
Probity Advisors, Inc. CRD 121849 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Probity Advisors Inc Investment advisory (plan) $167,901
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $58,079