AUMdb

Hoshino (Usa), Inc. Retirement Plan

Sponsored by Hoshino (Usa), Inc. · EIN 231646753 · Plan #001

Total assets
$10.4M
Net assets
$10.4M
Active participants
93
With balances
103

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
M Holdings Securities, Inc. CRD 43285 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
M Holdings Securities Inc Investment advisory (plan) $14,352
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $13,610