Haeco Americas 401(k) Plan
Sponsored by Haeco Americas · EIN 650665658 · Plan #001
- Total assets
- $94.0M
- Net assets
- $94.0M
- Active participants
- 1,837
- With balances
- 2,108
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $180,351 |
| Fiducient Advisors Llc | Consulting (general), Investment advisory (plan) | $57,642 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $47,932 |
| Forvis Mazars, Llp | Accounting | $17,850 |