Heidell, Pittoni, Murphy & Bach, Llp 401(k) Plan
Sponsored by Heidell, Pittoni, Murphy & Bach, Llp · EIN 134035589 · Plan #001
- Total assets
- $35.1M
- Net assets
- $35.1M
- Active participants
- 169
- With balances
- 228
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 |
|---|---|---|
| Northwestern Mutual Investment Services, Llc CRD 2881 | fuzzy_auto · 98% | 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 | $58,614 |
| Northwestern Mutual Investment Serv | Investment advisory (plan), Direct payment from the plan | $48,006 |
| Prime Pensions Inc | Other services, Other fees | $0 |