The Hoehn Retirement Plan
Sponsored by Hoehn Motors, Inc. · EIN 620628782 · Plan #001 · Carlsbad, CA
- Total assets
- $26.0M
- Net assets
- $26.0M
- Active participants
- 412
- With balances
- 487
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morganstanleysmithbarneyllc | Investment advisory (participants) | $59,318 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $42,900 |