AUMdb

Hemenway & Barnes 401(k) Plan

Sponsored by Hemenway & Barnes Llp · EIN 041433295 · Plan #017

Total assets
$68.3M
Net assets
$68.3M
Active participants
131
With balances
181

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
Icapital, Llc CRD 122816 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Icapital, Llc Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $109,869
Alerus Financial, N.A. Recordkeeping, Custodial (securities), Trustee (institutional) $18,152