AUMdb

Henderson Brothers, Inc. Profit Sharing Plan

Sponsored by Henderson Brothers, Inc. · EIN 250543730 · Plan #001

Total assets
$40.2M
Net assets
$40.2M
Active participants
166
With balances
209

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $33,750
Schneider Downs & Co., Inc. Accounting $24,126
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $20,671
Wealth Management Systems Inc Other services $0