Hypertherm Associate Stock Ownership Plan
Sponsored by Hypertherm, Inc. · EIN 020274267 · Plan #002
- Total assets
- $1.1B
- Net assets
- $872M
- Active participants
- 1,450
- With balances
- 1,990
Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal | Contract administrator, Recordkeeping fees | $122,222 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $101,694 |
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $14,666 |