Hoshizaki Usa Holdings, Inc. Retirement Plan
Sponsored by Hoshizaki Usa Holdings, Inc. · EIN 841700461 · Plan #001
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 1,731
- With balances
- 2,002
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $115,271 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $53,821 |
| J. K. Boatwright & Co., P.C. | Investment advisory (plan) | $8,578 |