The Heartland Catfish/Tackett Farms 401(k) Plan
Sponsored by Heartland Catfish Company, Inc. · EIN 640784239 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 360
- With balances
- 112
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 |
|---|---|---|
| Stephens Group Asset Management, Llc CRD 288981 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stephens Group Asset Management | Investment advisory (plan) | $20,831 |
| T.E. Lott & Company, P.A. | Contract administrator | $17,938 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,503 |
| Leafhouse Financial Advisors, Llc | Other fees | $1,704 |