Hart Howerton 401(k) Profit Sharing Plan
Sponsored by Hart Howerton, Ltd. · EIN 942787680 · Plan #001
- Total assets
- $42.8M
- Net assets
- $42.8M
- Active participants
- 268
- With balances
- 329
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | 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 |
|---|---|---|
| Cetera Investment Advisers Llc | Investment advisory (plan), Investment management fees (direct) | $53,026 |
| Empower Advisory Group, Llc | Investment management, Investment management fees (direct) | $16,114 |
| Mah & Associates, Llp | Accounting | $9,649 |
| Blue Ridge Esop Associates | Contract administrator, Recordkeeping | $6,000 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $0 |