The Hilb Group Operating Company, Llc 401(k) Plan
Sponsored by The Hilb Group Operating Company, Llc · EIN 471098088 · Plan #001
- Total assets
- $179M
- Net assets
- $179M
- Active participants
- 2,273
- With balances
- 2,470
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 |
|---|---|---|
| Salem Advisory Group Llc CRD 145697 | fuzzy_auto · 96% | 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 | $256,703 |
| Sage Advisory Group | Investment management, Direct payment from the plan | $97,171 |