AUMdb

Hinkle Law Firm Llc 401(k) Employee Benefit Plan

Sponsored by Hinkle Law Firm Llc · EIN 481029309 · Plan #001

Total assets
$40.8M
Net assets
$40.8M
Active participants
122
With balances
148

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
Wealth Alliance Advisory Group, Llc CRD 290329 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wealth Alliance Advisory Group, Llc Investment advisory (plan), Distribution (12b-1) fees $50,000
Allen, Gibbs & Houlik, L.C. Recordkeeping, Custodial (other), Recordkeeping fees $40,704