AUMdb

Hga 401 K Savings Plan

Sponsored by Hammel, Green And Abrahamson, Inc. · EIN 410778838 · Plan #002

Total assets
$260M
Net assets
$260M
Active participants
1,080
With balances
1,565

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $73,679
Creative Planning Holdco Llc Dba Cr Investment advisory (plan), Investment management fees (direct) $61,031
Vanguard Group, Inc Recordkeeping, Participant loan processing, Other fees $43,214
Vanguard Advisers Inc Investment advisory (participants) $15,448
Eide Bailly Llp Other fees $11,000