AUMdb

Hangley Aronchick Segal Pudlin & Schiller 401(k) Profit Sharing Plan

Sponsored by Hangley Aronchick Segal Pudlin Schiller · EIN 232779190 · Plan #001

Total assets
$62.8M
Net assets
$62.8M
Active participants
86
With balances
131

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) $2,135
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $632