Hampel 401(k) Savings Plan
Sponsored by L.T. Hampel Corp · EIN 391234774 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 116
- With balances
- 194
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 |
|---|---|---|
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Financial Partners | Investment advisory (participants), Investment management, Investment management fees (direct) | $38,425 |
| Epic Retirement Plan Services | Custodial (securities), Sub-transfer agency fees | $24,990 |
| Premier Retirement Partners | Contract administrator | $4,660 |