The Hughes 401(k) Profit Sharing Plan
Sponsored by Hughes & Smith, Inc. · EIN 540756452 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 119
- With balances
- 131
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 |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Enhancement Advisory Service | Investment advisory (plan) | $28,208 |
| Fidelity Investments Company, Llc | Recordkeeping fees, Account maintenance fees, Sub-transfer agency fees | $7,719 |
| Dunbar, Bender & Zapf, Inc. | Consulting (general) | $5,456 |
| Strategic Advisors, Inc. | Accounting | $124 |