Hewson & Van Hellemont, P.C. 401(k) Profit Sharing Plan
Sponsored by Hewson & Van Hellemont, P.C. · EIN 382964195 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 94
- With balances
- 133
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insruance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $48,940 |
| Edward Jones | Investment advisory (plan), Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |
| Michigan Benefit Consulting, Inc. | Other services, Other fees | $0 |