AUMdb

Hillandale Gettysburg Lp Employee Savings & Retirement Plan

Sponsored by Hillandale Gettysburg, Lp · EIN 232975280 · Plan #001

Total assets
$34.6M
Net assets
$34.6M
Active participants
892
With balances
500

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $214,944
Mesirow Financial, Inc. Investment advisory (plan), Direct payment from the plan $6,524
Osaic Wealth Inc Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0