Holden Farms, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Holden Farms, Inc. · EIN 410979973 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 177
- With balances
- 268
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Murray Financial Group, Llc CRD 157626 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Murray Financial Group Llc Dba Isc | Investment advisory (plan) | $37,763 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $24,621 |
| Empower Advisory Group, Llc | Investment management | $1,058 |