Hacienda, Inc. Retirement Plan
Sponsored by Hacienda, Inc. · EIN 860253158 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 337
- With balances
- 538
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 94% | 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 O | Recordkeeping fees | $51,138 |
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $39,539 |
| Mansperger Patterson & Mcmullin, Pl | Accounting | $11,250 |
| Edberg Perry Llc | Contract administrator | $10,222 |
| Adp Reliance Trust Company | Recordkeeping fees, Investment management | $4,395 |
| Empower Advisory Group, Llc | Investment management | $2,877 |