Hupy And Abraham, S.C. 401(k) Profit Sharing Plan
Sponsored by Hupy And Abraham, S.C. · EIN 391211548 · Plan #001
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 159
- With balances
- 225
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 |
|---|---|---|
| Denali Wealth Management, Inc. CRD 153323 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Denali Wealth Management | Investment advisory (plan) | $32,494 |
| Empower Annuity Insurance Company | Recordkeeping fees | $26,271 |
| Blue Chip Retirement Plans, Inc. | Contract administrator | $12,474 |
| Empower Advisory Group, Llc | Investment management | $6,881 |
| Empower Financial Services | Other investment fees and expenses | $10 |