AUMdb

Hawley Troxell 401(k) Plan

Sponsored by Hawley Troxell Ennis & Hawley Llp · EIN 820259668 · Plan #002

Total assets
$56.7M
Net assets
$56.7M
Active participants
156
With balances
217

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Inc Investment advisory (plan) $65,000
Empower Annuity Insurance Company O Recordkeeping fees, Recordkeeping, Direct payment from the plan $38,876
Eide Bailly Llp Accounting $11,600