AUMdb

C. William Hetzer, Inc. 401(k) Retirement Plan

Sponsored by C. William Hetzer, Inc. · EIN 520643997 · Plan #001

Total assets
$10.6M
Net assets
$10.6M
Active participants
157
With balances
189

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
Voya Retirement Ins And Annuity Co Investment advisory (participants) $33,878
Smith Elliott Kearns & Company, Llc Other services $12,717
Morgan Stanley Smith Barney Llc Other commissions $0