AUMdb

H.S.S.I. 401(k) Plan

Sponsored by Homeland Security Solutions, Inc. · EIN 270040986 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Gratus Wealth Advisors Llc CRD 328641 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Newedge Advisors, Llc CRD 171351 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Gratus Wealth Advisors Llc Investment advisory (plan) $37,908
Forvis Mazars Llp Accounting $15,825
Empower Annuity Insurance Company Recordkeeping fees $12,267
Wilcox & Savage P.C Other fees $4,737
Empower Advisory Group, Llc Investment management $5
New Edge Advisors Llc Investment advisory (plan) -$5,119