Corry Jamestown And Holga Pension Plan B
Sponsored by Hni Corporation · EIN 420617510 · Plan #014
- Total assets
- $6.1M
- Net assets
- $6.0M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $97,133 |
| Capfinancial Partners, L | Investment advisory (plan), Direct payment from the plan | $20,204 |
| Fgmk, Llc | Accounting, Direct payment from the plan | $16,500 |
| Fidelity Institutional | Investment advisory (plan), Direct payment from the plan | $15,595 |
| Egps | Accounting, Direct payment from the plan | $9,850 |