AUMdb

Headington Companies, Llc

Sponsored by Headington Companies, Llc. · EIN 465123524 · Plan #001 · Dallas, TX

Total assets
$55.3M
Net assets
$55.3M
Active participants
186
With balances
262

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch Investment advisory (plan) $29,390
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$7,543