Hri 401(k) Plan
Sponsored by Hri Shared Services, Llc · EIN 922224993 · Plan #001
- Total assets
- $44.0M
- Net assets
- $44.0M
- Active participants
- 1,792
- With balances
- 1,759
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $194,610 |
| Malcolm M Dienes, Llc | Accounting | $33,500 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $28,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,930 |