Hntb Ownership Plan
Sponsored by Hntb Holdings Ltd. · EIN 562422024 · Plan #003
- Total assets
- $2.2B
- Net assets
- $2.2B
- Active participants
- 6,881
- With balances
- 8,265
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
| Optima Capital Management Llc CRD 306036 | deterministic · 100% | 2024 |
| Kwmg, Llc CRD 170293 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $231,389 |
| State Street Bank And Trust Company | Investment management, Direct payment from the plan | $230,000 |
| Stout Intermediate Holdings L | Investment management, Direct payment from the plan | $176,341 |
| Morningstar Inc | Investment management, Direct payment from the plan | $86,392 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $78,514 |
| Optima Capital Management Llc | Investment management, Direct payment from the plan | $7,254 |
| Kwmg Llc | Investment advisory (participants), Direct payment from the plan | $5,698 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $238 |