Homrich Berg 401(k) Profit Sharing Plan
Sponsored by Hb Wealth Management Llc · EIN 872119854 · Plan #001
- Total assets
- $45.7M
- Net assets
- $45.7M
- Active participants
- 224
- With balances
- 217
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $3,897 |