Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan
Sponsored by Hamilton, Brook, Smith & Reynolds, P.C. · EIN 043052260 · Plan #001
- Total assets
- $60.3M
- Net assets
- $60.3M
- Active participants
- 70
- With balances
- 123
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rocaton Invesrment Advisors,Llp | Investment advisory (plan) | $30,846 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,678 |