Baxter Hodell Donnelly Preston, Inc. Savings Incentive Plan And Trust
Sponsored by Baxter Hodell Donnelly Preston, Inc. · EIN 311190740 · Plan #001
- Total assets
- $30.8M
- Net assets
- $30.8M
- Active participants
- 189
- With balances
- 272
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,079 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $298 |