AUMdb

S & H Systems 401(k) Plan

Sponsored by S & H Systems, Inc. · EIN 810547246 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
142
With balances
213

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
Hatcher Capital Investments, Inc. CRD 300230 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Hatcher Capital Investments Investment advisory (participants), Investment advisory (plan) $43,302
Burleigh Consulting Group, Inc. Contract administrator $4,872
Empower Annuity Insurance Company Recordkeeping fees $3,810