Retirement Plan For Houff Transfer, Inc.
Sponsored by Houff Transfer, Inc. · EIN 540486013 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 99
- With balances
- 130
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 |
|---|---|---|
| Morris & Wells Wealth Management CRD 162411 | fuzzy_auto · 98% | 2024 |
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morris & Wells Wealth Management | Investment advisory (plan), Investment management, Securities brokerage | $41,411 |
| Janney Montgomery Scott Llc | Investment advisory (plan), Investment management, Securities brokerage | $34,731 |
| Elmore, Hupp & Company, Plc | Accounting | $13,175 |
| Actuarial Benefits & Design Company | Recordkeeping, Consulting (pension), Direct payment from the plan | $11,871 |