AUMdb

Hill & Smith Group Holdings, Inc. 401(k) Plan

Sponsored by Hill & Smith Group Holdings, Inc. · EIN 474129834 · Plan #001

Total assets
$72.3M
Net assets
$72.3M
Active participants
1,633
With balances
1,639

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Latitude Service Company, Inc. Other services, Other fees, Direct payment from the plan $135,234
Proaccount Investment advisory (participants), Investment management fees (direct) $132,604
Cambridge Investment Research Insurance agents and brokers, Insurance brokerage commissions, Investment advisory (participants) $0