AUMdb

Hyphen Solutions Retirement Plan

Sponsored by Hyphen Solutions, Llc · EIN 752566795 · Plan #001 · Dallas, TX

Total assets
$26.4M
Net assets
$26.4M
Active participants
250
With balances
295

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
Mills Wealth Advisors, Llc CRD 159251 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mills Wealth Advisors Llc Investment advisory (plan) $55,141
Fidelity Workplace Services Llc Plan administrator, Trustee (discretionary), Investment management -$2,078