AUMdb

Hg 401(k) Plan

Sponsored by Hankey Investment Company Lp · EIN 954361557 · Plan #001

Total assets
$108M
Net assets
$108M
Active participants
3,742
With balances
1,534

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $170,666
Kobayashi & Company Accounting, Direct payment from the plan $42,000
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0