AUMdb

Hartfiel Automation, Inc. 401(k) Profit Sharing Plan

Sponsored by Hartfiel Automation, Inc. · EIN 410874525 · Plan #001

Total assets
$25.4M
Net assets
$25.4M
Active participants
193
With balances
252

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Envestnet Retirement Solutions Other fees $12,437
Voya Retirement Advisors, Llc Investment advisory (participants) $3,850
Ascensus Other fees $1,826
Ascensus Other services $0
Voya Retirement Insurance & Annuity Recordkeeping fees $0