Master Halco, Inc. Retirement Savings Value Plan
Sponsored by Master Halco, Inc. · EIN 952871932 · Plan #002
- Total assets
- $74.1M
- Net assets
- $74.1M
- Active participants
- 1,240
- With balances
- 1,400
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 |
|---|---|---|
| Provenance Wealth Advisors, Llc CRD 126529 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $135,187 |
| Provenance Wealth Advisors Llc | Investment advisory (plan) | $119,952 |