Hugg & Hall Equipment 401(k) Profit Sharing Plan
Sponsored by Hugg & Hall Equipment Co. · EIN 710416379 · Plan #003
- Total assets
- $45.6M
- Net assets
- $45.6M
- Active participants
- 790
- With balances
- 830
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 |
|---|---|---|
| Stephens Group Asset Management, Llc CRD 288981 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stephens Group Asset Management Llc | Investment advisory (plan) | $46,344 |
| Empower Advisory Group, Llc | Investment management | $24,609 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $20,399 |
| Leafhouse Financial Advisors, Llc | Other fees | $14,247 |