AUMdb

Hilldrup Moving & Storage 401(k) Plan & Trust

Sponsored by Hilldrup Companies, Inc · EIN 540661748 · Plan #001

Total assets
$34.4M
Net assets
$34.4M
Active participants
496
With balances
575

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $90,042
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0