H J Enterprises Employees Profit Sharing Plan
Sponsored by H J Enterprises, Inc. · EIN 430925854 · Plan #001
- Total assets
- $19.4M
- Net assets
- $19.4M
- Active participants
- 360
- With balances
- 222
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Moneta Group Investment Advisors, Llc CRD 104727 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $38,327 |
| Moneta Group Investment Advisors | Investment advisory (plan) | $35,112 |