AUMdb

Hentzen Coatings, Inc. 401(k) And Profit Sharing Plan

Sponsored by Hentzen Coatings, Inc. · EIN 390714410 · Plan #001

Total assets
$38.9M
Net assets
$38.9M
Active participants
328
With balances
354

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
Spectrum Investment Advisors, Inc. CRD 108669 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Spectrum Investment Advisors Inc Investment advisory (plan) $57,659
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $9,354