Hackman Capital Partners 401(k) Plan
Sponsored by Hackman Capital Partners, Llc · EIN 954665268 · Plan #002
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 322
- With balances
- 223
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 96% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $44,638 |
| Cerity Partners Retirement Plan | Investment advisory (plan) | $34,732 |
| Ubs Financial Services Inc | Investment advisory (plan) | $11,162 |