AUMdb

Hcp Financial And Management Services 401(k) Plan

Sponsored by Hcp Financial And Management Ser · EIN 412160925 · Plan #001

Total assets
$10.1M
Net assets
$10.1M
Active participants
1,630
With balances
696

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $64,131
Adp Broker Dealer Other services, Other fees, Distribution (12b-1) fees $0
Morgan Stanley Smith Barney Llc Other services, Other fees $0