AUMdb

Horizontal Boring & Tunneling Co. Controlled Group 401(k) Profit Sharing Plan & Trust

Sponsored by Horizontal Boring & Tunneling Co. · EIN 470650041 · Plan #001 · Exeter, NE

Total assets
$22.6M
Net assets
$22.6M
Active participants
127
With balances
141

Plan year beginning 02/29/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lincoln Capital, Llc CRD 168307 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln Capital Llc Investment advisory (plan) $72,725
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $13,221