Hef Usa, Inc 401(k) Plan
Sponsored by Hef Usa, Inc. · EIN 311370673 · Plan #001
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 390
- With balances
- 334
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 |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hays Financial Group | Investment advisory (plan) | $40,915 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,300 |
| Wealth Management Systems Inc | Other services | $0 |