H&L Partners 401(k) Profit Sharing
Sponsored by Hoffman/Lewis Dba H&L Partners · EIN 942979171 · Plan #001
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 165
- With balances
- 205
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameriprise Financial Services Inc | Investment advisory (plan) | $38,381 |
| Borland Benefield, Pc | Accounting | $30,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$6,821 |