Hunter Business School Inc. 401(k) Plan
Sponsored by Hunter Business School Inc. · EIN 112555672 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 107
- With balances
- 90
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 |
|---|---|---|
| Stone Hill Fiduciary Management, Llc CRD 164981 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Caron&Bletzner | Accounting | $24,550 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $11,552 |
| Stone Hill Fiduciary Management Ll | Investment advisory (plan) | $8,000 |
| Marian Brown | Accounting | $5,250 |