AUMdb

Hirtle, Callaghan & Co. Llc 401(k) Profit Sharing Plan

Sponsored by Hirtle, Callaghan & Co., Llc · EIN 262821689 · Plan #002

Total assets
$53.5M
Net assets
$53.5M
Active participants
92
With balances
124

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,240
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0