Hal Leonard Llc Deferred Compensation Profit Sharing Plan
Sponsored by Hal Leonard Llc · EIN 391776304 · Plan #001
- Total assets
- $54.0M
- Net assets
- $54.0M
- Active participants
- 296
- With balances
- 537
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 |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $71,475 |
| The Hays Financial Group | Consulting (general), Investment advisory (plan), Direct payment from the plan | $61,608 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |