Porteous, Hainkel & Johnson, Llp 401(k) Retirement Plan And Trust
Sponsored by Porteous, Hainkel & Johnson, Llp · EIN 720374285 · Plan #001
- Total assets
- $24.0M
- Net assets
- $24.0M
- Active participants
- 91
- With balances
- 130
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $27,660 |
| Hub International Midwest Limited | Investment advisory (plan) | $6,832 |
| Charles Schwab | Custodial (securities) | $0 |