Hpcca Haig Point 401(k) Plan
Sponsored by Hpcca Haig Point · EIN 222690475 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 127
- With balances
- 121
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $10,067 |
| Empower Advisory Group, Llc | Investment management | $8,600 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $4,238 |
| Global Retirement Partners Llc | Investment advisory (plan) | $4,022 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $1,764 |