Hurst Review Services, Inc. 401(k) Plan
Sponsored by Hurst Review Services, Inc. · EIN 640921506 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 67
- With balances
- 84
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (other), Custodial (securities) | $11,962 |
| Hub International Gulf South Ltd | Contract administrator, Direct payment from the plan, Other fees | $10,277 |
| Chance Gay And Cieglo Pllc | Accounting, Direct payment from the plan | $9,000 |
| Ameriprise Financial Services | Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) | $0 |