Tak Shing Hong, Inc.401(k) Plan
Sponsored by Tak Shing Hong, Inc. · EIN 330283760 · Plan #001
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 197
- With balances
- 144
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment management fees (indirect), Shareholder servicing fees, Sub-transfer agency fees | $13,100 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $10,512 |
| Adp Broker Dealer | Other services, Other fees | $0 |