AUMdb

Executive 1 Hc Llc 401(k) Plan

Sponsored by Executive 1 Hc Llc · EIN 823076130 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
160
With balances
194

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
Merrill Lynch Life Agency, Inc. Investment advisory (plan), Direct payment from the plan $26,602
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $17,793