Hall & Evans, Llc Employee Savings Plan
Sponsored by Hall & Evans, Llc · EIN 841225924 · Plan #003
- Total assets
- $45.3M
- Net assets
- $45.3M
- Active participants
- 223
- With balances
- 291
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 |
|---|---|---|
| Halbert Hargrove Global Advisors, Llc CRD 105515 | fuzzy_auto · 99% | 2024 |
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 2024 |
| Schaefer Financial Management, Inc. CRD 110110 | deterministic · 100% | 2024 |
| Private Capital Management, Llc CRD 169172 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Halbert Hargrove Global Adviso | Investment advisory (plan) | $35,623 |
| Innovest Portfolio Solutions Llc | Investment advisory (plan) | $12,241 |
| Schaefer Financial Management | Investment advisory (plan) | $10,703 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $8,167 |
| Private Capital Management Llc | Investment advisory (plan) | $6,126 |
| Charles Schwab & Co., Inc. | Securities brokerage | $440 |