AUMdb

Hall Capital Partners Llc 401(k) Plan

Sponsored by Hall Capital Partners Llc · EIN 943098822 · Plan #001

Total assets
$50.7M
Net assets
$50.7M
Active participants
206
With balances
348

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Three Bell Capital Llc CRD 159736 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $13,476
Three Bell Capital Llc Investment advisory (plan) $12,999
Empower Annuity Insurance Company O Recordkeeping fees $4,203