Appalachian Hardwood 401(k) Plan
Sponsored by Appalachian Hardwood Manufacturers, Inc. · EIN 310202520 · Plan #333
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 1,570
- With balances
- 1,090
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $172,048 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $172,048 |
| Ubs Financial Services, Inc | Investment advisory (plan) | $75,556 |
| Ubs Financial Services Inc | Investment advisory (plan) | $75,556 |
| Pinnacle Financial Services, Inc. | Contract administrator | $67,490 |
| Appalachian Hardwood Manufacturers | Other fees | $46,498 |
| Nppg Fiduciary Services Llc | Other fees | $16,425 |
| Nppg Fiduciary Services Inc | Other fees | $16,425 |
| Empower Advisory Group, Llc | Investment management | $1,152 |