Hdr, Inc. Best Plan And Esop
Sponsored by Hdr, Inc. · EIN 470663756 · Plan #007
- Total assets
- $7.7B
- Net assets
- $7.7B
- Active participants
- 12,137
- With balances
- 15,939
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
| Cardinal Point Capital Management, Ulc CRD 140619 | fuzzy_auto · 96% | 2024 |
| Kwmg, Llc CRD 170293 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Mcadam Llc CRD 170914 | deterministic · 100% | 2024 |
| Great Waters Wealth Management CRD 308215 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $817,629 |
| Principal Life Insurance Company | Investment management, Direct payment from the plan | $231,413 |
| Argent Trust Company | Investment management, Direct payment from the plan | $201,925 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $80,000 |
| Kutak Rock Llp | Accounting, Legal, Direct payment from the plan | $79,748 |
| Ernst & Young Us Llp | Accounting, Direct payment from the plan | $34,980 |
| Cardinal Point Capital Managem | Investment advisory (participants), Direct payment from the plan | $15,397 |
| Kwmg Llc | Investment advisory (participants), Direct payment from the plan | $12,553 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $10,077 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $8,793 |
| Mcadam Llc | Investment advisory (participants), Direct payment from the plan | $7,105 |
| Great Waters Wealth Management | Investment advisory (participants), Direct payment from the plan | $5,246 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $4,037 |