AUMdb

Hf Group Llc 401(k) Plan

Sponsored by Hf Group Llc · EIN 204101469 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
212
With balances
143

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
Ancora Retirement Plan Advisors, Llc CRD 31256 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ancora Retirement Advisors Investment advisory (plan), Direct payment from the plan $18,761
Newport Group, Inc. Participant loan processing, Recordkeeping, Recordkeeping fees $13,873