Paul Hemmer Company Profit Sharing Plan
Sponsored by Paul Hemmer Company · EIN 610997369 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 114
- With balances
- 142
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 |
|---|---|---|
| Legacy Financial Advisors Corporation CRD 115384 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $22,381 |
| Legacy Financial Advisors Inc | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $16,637 |