AUMdb

Hillsides Employees' 401(k) Plan

Sponsored by Hillsides · EIN 951644022 · Plan #002

Total assets
$19.2M
Net assets
$19.2M
Active participants
411
With balances
357

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Wellth Advisory Services, Llc CRD 330537 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $32,604
Global Retirement Partners Llc Investment advisory (plan) $28,610
Armanino Llp Accounting $14,600
Wellth Advisory Services Llc Investment advisory (plan) $6,250