Hcw Management Consultants, Llc 401(k) Profit Sharing Plan
Sponsored by Hcw Management Consultants, Llc · EIN 205776415 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 293
- With balances
- 123
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Ret Plan Services | Recordkeeping fees | $16,658 |
| Edward Jones | Investment advisory (plan) | $12,232 |
| Definiti, Llc | Contract administrator | $3,117 |