Hughes & Coleman Llc 401(k) Plan
Sponsored by Hughes & Coleman Pllc · EIN 274392229 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 140
- With balances
- 112
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Retirement Plan | Investment advisory (plan) | $30,504 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $20,668 |