Hfa Enterprises, Ltd. 401(k) Plan
Sponsored by Hfa Ae Ltd. · EIN 834099045 · Plan #001
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 400
- With balances
- 445
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 |
|---|---|---|
| Stephens Group Asset Management, Llc CRD 288981 | deterministic · 100% | 2024 |
| World Investment Advisors, Llc CRD 208512 | 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $30,400 |
| Stephens Group Asset Management Llc | Investment advisory (plan) | $26,158 |
| World Investment Advisors Llc | Investment advisory (plan) | $23,509 |
| Empower Advisory Group, Llc | Investment management | $16,742 |
| Leafhouse Financial Advisors, Llc | Other fees | $1,569 |