Houston Engineering, Inc. 401(k) Profit Sharing Plan
Sponsored by Houston Engineering, Inc. · EIN 450314557 · Plan #001
- Total assets
- $54.8M
- Net assets
- $54.8M
- Active participants
- 247
- With balances
- 317
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $67,141 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $36,000 |
| Sageview Advisory Group, Llc | Investment management | $17,781 |