Hellman & Friedman Profit Sharing & 401(k) Savings Plan
Sponsored by Hellman & Friedman Llc · EIN 383708132 · Plan #002
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 152
- With balances
- 241
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 |
|---|---|---|
| Abacus Wealth Partners, Llc CRD 128590 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $24,690 |
| Abacus Wealth Partners Llc | Investment advisory (participants), Direct payment from the plan | $6,689 |
| Charles Schwab & Co,Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $225 |