Nai Hiffman 401 K Plan
Sponsored by Hiffman Shaffer Associates, Inc. · EIN 364333797 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 198
- With balances
- 230
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $37,422 |
| Wellth Advisory Services, Llc | Consulting (general), Investment advisory (plan) | $13,881 |
| Global Retirement Partners, Llc | Consulting (general), Investment advisory (plan) | $12,354 |