AUMdb

Hfs 401(k) Savings Plan

Sponsored by Hallmark Financial Services, Inc · EIN 870447375 · Plan #001

Total assets
$29.7M
Net assets
$29.7M
Active participants
268
With balances
443

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $62,495
Vanguard Advisers Inc. Investment advisory (participants) $8,396