AUMdb

Ace Hardware Of Chattanooga 401(k) Profit Sharing Plan

Sponsored by Ace Hardware Of Chattanooga, Inc. · EIN 620803002 · Plan #001

Total assets
$12.8M
Net assets
$12.8M
Active participants
411
With balances
176

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Investment advisory (plan), Direct payment from the plan $35,585
Ascensus Llc Other commissions, Recordkeeping fees, Participant loan processing $21,048
Helpful Group Llc Other fees, Direct payment from the plan $10,000
Johnson, Hickey, Murchison Accounting, Direct payment from the plan $5,800