Simkins Hallin, Inc. 401(k) Plan And Trust
Sponsored by Simkins Hallin, Inc. · EIN 810228254 · Plan #001 · Bozeman, MT
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 85
- With balances
- 131
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $21,907 |
| Empower Annuity Insurance Co | Recordkeeping fees | $16,894 |
| United Pension Administration | Contract administrator | $9,247 |
| Empower Advisory Group, Llc | Investment management | $3,865 |