AUMdb

The Hhhunt Savings And Retirement Plan

Sponsored by The Hhhunt Corporation · EIN 540886065 · Plan #001

Total assets
$46.7M
Net assets
$46.7M
Active participants
443
With balances
600

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 98% 2024
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $125,820
Capfinancial Partners, L Investment advisory (plan), Direct payment from the plan $31,815
Sageview Advisory Group Investment advisory (plan), Other fees $0