AUMdb

Halron Lubricants Inc. 401(k) Retirement Savings Plan

Sponsored by Halron Lubricants Inc. · EIN 391035807 · Plan #002

Total assets
$12.4M
Net assets
$12.4M
Active participants
130
With balances
115

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
Wealth Enhancement Advisory Services, Llc CRD 116407 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wealth Enhancement Advisory Service Investment advisory (plan) $49,778
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $17,085