Hpm Contracting, Inc. 401(k) Plan
Sponsored by Hpm, Inc. · EIN 352578435 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 107
- With balances
- 146
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 |
|---|---|---|
| Geneos Wealth Management, Inc. CRD 120894 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide Trust Company | Recordkeeping fees | $24,070 |
| Proaccount | Investment advisory (participants) | $9,447 |
| Tpa Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,980 |
| Iron Fiduciary | Investment advisory (plan) | $2,568 |
| Geneos Wealth Management, Inc. | Investment advisory (plan) | $0 |