AUMdb

Hurt & Proffitt, Inc. 401(k) Profit Sharing Plan

Sponsored by Hurt & Proffitt, Inc. · EIN 540924377 · Plan #001

Total assets
$15.9M
Net assets
$15.9M
Active participants
174
With balances
194

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
Evolution Advisers, Inc. CRD 149615 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Evolution Advisers, Inc. Investment management, Investment management fees (direct) $36,310
Employee Fiduciary, Llc Recordkeeping, Recordkeeping fees $8,453