AUMdb

Huber + Suhner North America Corporation 401(k) Plan

Sponsored by Huber + Suhner North America Corporation · EIN 043024588 · Plan #004

Total assets
$43.8M
Net assets
$43.8M
Active participants
174
With balances
243

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $118,180
Plan Integrity Partners, Llc Contract administrator, Other services, Direct payment from the plan $250
Equitable Advisors, Llc Other services, Other commissions, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0