AUMdb

R. S. Hanline & Co., Inc. 401(k) Profit Sharing Plan

Sponsored by R. S. Hanline & Co., Inc. · EIN 341519173 · Plan #001

Total assets
$13.4M
Net assets
$13.4M
Active participants
385
With balances
209

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
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $77,776
Commonwealth Financial Investment advisory (plan), Consulting (general) $28,769