AUMdb

Headco Industries, Inc. Profit Sharing And 401(k) Plan

Sponsored by Headco Industries, Inc. · EIN 361687851 · Plan #003

Total assets
$18.5M
Net assets
$18.4M
Active participants
237
With balances
275

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
Capital Strategies Group, Llc CRD 140120 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $14,754
Capital Strategies Investment Group Investment advisory (plan) $3,125