Hendricks Group 401(k) Plan
Sponsored by Hendricks Holding Co., Inc. · EIN 392016366 · Plan #001
- Total assets
- $73.6M
- Net assets
- $73.6M
- Active participants
- 2,198
- With balances
- 1,207
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping, Direct payment from the plan | $113,637 |
| Transamerica Retirement Solutions | Shareholder servicing fees, Finders' fees/placement fees, Float revenue | $45,758 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $33,639 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $18,750 |
| Wipfli Llp | Accounting, Direct payment from the plan | $14,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |