AUMdb

Hcf Management, Inc. Retirement Incentive Savings Plan

Sponsored by Hcf Management, Inc. · EIN 200085606 · Plan #001

Total assets
$53.1M
Net assets
$53.1M
Active participants
1,727
With balances
3,417

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
Global Retirement Partners Llc CRD 172011 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 Recordkeeping fees $107,112
Global Retirement Partners Llc Investment advisory (plan) $80,399
Clark Schaefer Hackett & Co Accounting $31,200
Empower Advisory Group, Llc Investment management $22,201