AUMdb

Hellmuth & Johnson, Pllc 401 K Plan

Sponsored by Hellmuth & Johnson, Pllc · EIN 411991386 · Plan #001

Total assets
$23.1M
Net assets
$23.1M
Active participants
105
With balances
129

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
Dwc Erisa Consultants Llc Contract administrator $23,898
Securities America, Inc Investment advisory (plan) $22,237
Newport Group, Inc. Recordkeeping, Participant loan processing, Participant communication $15,995