AUMdb

Huber & Associates, Inc. 401(k) Plan

Sponsored by Huber & Associates, Inc. · EIN 431516109 · Plan #001

Total assets
$23.8M
Net assets
$23.8M
Active participants
108
With balances
132

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
Pension Consultants Inc CRD 113914 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $30,175
Pension Consultants Inc Investment advisory (plan) $22,129
Seaver & Fork Cpa's Llc Other fees $12,000