Hdl Research Lab 401(k) Plan
Sponsored by Hdl Research Lab Inc · EIN 741963264 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 110
- With balances
- 136
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co., L.P. | Investment advisory (participants) | $27,175 |
| Wilshire Associates Inc (Usa) | Investment advisory (participants) | $1,359 |
| John Hancock Life Insurance Company | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $763 |