Hawthorne Foundation Inc. Retirement Plan & Trust
Sponsored by Hawthorne Foundation, Inc. · EIN 133447893 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 240
- With balances
- 278
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping | $1,763 |
| Futureplan By Ascensus | Contract administrator | $250 |
| Stadion Money Management | Investment advisory (participants) | $0 |
| Merrill Lynch, Pierce, Fenner & Smi | Investment advisory (plan) | $0 |
| Lincoln National Corporation | Contract administrator | $0 |