AUMdb

Highway Equipment Company Retirement Plan

Sponsored by Highway Equipment Company · EIN 421102581 · Plan #003

Total assets
$29.5M
Net assets
$29.5M
Active participants
153
With balances
178

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
Nations Financial Group, Inc. CRD 44181 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nations Financial Group Inc Investment advisory (plan) $26,998
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $21,141
Bergankdv Ltd Other fees $16,000