H.H. Knoebel Sons, Inc. 401(k) Plan
Sponsored by H.H. Knoebel Sons, Inc. · EIN 231935955 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 357
- With balances
- 490
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 |
|---|---|---|
| Stonebridge Financial Group, Llc CRD 340200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $40,568 |
| Stonebridge Financial Group | Investment advisory (plan) | $12,891 |
| Triad Hybrid Solutions Llc | Investment advisory (plan) | $7,922 |