AUMdb

Hinshaw & Culbertson Associates 401 (K) Plan

Sponsored by Hinshaw & Culbertson Llp · EIN 362128133 · Plan #004

Total assets
$25.4M
Net assets
$25.4M
Active participants
442
With balances
365

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 Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sikich Llp Accounting $14,500
Strategic Advisors, Inc. Investment advisory (plan) $6,425
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$2,495