Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan
Sponsored by Heard Mcelroy & Vestal, L.L.C. · EIN 720398470 · Plan #002 · Shreveport, LA
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 153
- With balances
- 208
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 |
|---|---|---|
| Focus Partners Advisor Solutions, Llc CRD 143319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $16,301 |
| Focus Partners Advisor Solutions | Investment advisory (plan) | $7,722 |
| Buckingham Strategic Partners | Investment advisory (plan) | $7,388 |