AUMdb

Hendry Marine Industries 401(k) Plan

Sponsored by Hendry Marine Industries, Inc. · EIN 472955202 · Plan #002

Total assets
$12.5M
Net assets
$12.5M
Active participants
274
With balances
405

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Great West Life & Annuity Insurance Recordkeeping, Insurance services, Participant loan processing $46,179
Ubs Financial Services Inc. Investment advisory (plan) $34,673
Kb Pension Services Contract administrator $9,820