AUMdb

Black Hills Corporation 401(k) Retirement Savings Plan

Sponsored by Black Hills Corporation · EIN 460458824 · Plan #003

Total assets
$811M
Net assets
$811M
Active participants
2,830
With balances
3,669

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
Avantax Planning Partners, Inc. CRD 106237 deterministic · 100% 2024
Optima Capital Management Llc CRD 306036 deterministic · 100% 2024
Financial Engines Advisors L.L.C. CRD 104510 fuzzy_auto · 96% 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 $124,103
Avantax Planning Partners Inc Investment advisory (participants), Direct payment from the plan $16,930
Thompson Hine Llp Legal, Direct payment from the plan $14,362
Charles Schwab & Co., Inc Securities brokerage, Direct payment from the plan, Shareholder servicing fees $11,291
Optima Capital Management Llc Investment advisory (participants), Direct payment from the plan $8,594
Financial Engines Advisors Llc Investment advisory (participants), Direct payment from the plan $5,025