Hawkeye Pension Plan
Sponsored by Hawkeye Insurance Association · EIN 421438152 · Plan #001
- Total assets
- $129M
- Net assets
- $129M
- Active participants
- 491
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Principly, Inc. CRD 281813 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Actuarial | $114,865 |
| Fiducient Advisors | Investment advisory (plan) | $90,273 |
| Principal | Investment advisory (plan) | $27,361 |
| Uhy, Llp | Accounting | $22,500 |
| Newport Group, Inc. | Actuarial | $5,230 |