AUMdb

Hi Lo Industries, Inc. 401(k) Plan

Sponsored by Hi Lo Industries, Inc. · EIN 480846941 · Plan #001

Total assets
$5.5M
Net assets
$5.5M
Active participants
206
With balances
167

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Raymond James Financial Services Investment advisory (plan) $14,861
Egps Contract administrator $7,184
Capital Group Retirement Plan Servi Recordkeeping fees $979