AUMdb

Hirshfield's, Inc. Section 401(k) Plan

Sponsored by Hirshfield's, Inc. · EIN 410313640 · Plan #003

Total assets
$31.1M
Net assets
$31.1M
Active participants
250
With balances
290

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
Christensen Group Financial, Llc CRD 318144 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 Recordkeeping fees, Account maintenance fees $41,227
Christensen Group Financial Llc Investment advisory (plan) $24,000
Strategic Advisors, Inc. Investment advisory (plan) $7,217