AUMdb

Hap 401(k) Plan

Sponsored by Healthcare Administrative Partners, Llc · EIN 043402562 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
135
With balances
187

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Rpcp Investment advisory (plan), Direct payment from the plan $29,331
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $20,218