Hntb Retirement And Savings Plan
Sponsored by Hntb Holdings Ltd. · EIN 562422024 · Plan #002
- Total assets
- $623M
- Net assets
- $623M
- Active participants
- 6,881
- With balances
- 7,895
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
| Optima Capital Management Llc CRD 306036 | deterministic · 100% | 2024 |
| Fas Wealth Partners, Inc. CRD 109796 | deterministic · 100% | 2024 |
| Moneta Group Investment Advisors, Llc CRD 104727 | fuzzy_auto · 99% | 2024 |
| Hamilton Capital, Llc CRD 109116 | deterministic · 100% | 2024 |
| Howard Capital Management, Llc CRD 118070 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $536,047 |
| Morningstar Inc | Investment management, Direct payment from the plan | $242,339 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $230,629 |
| Optima Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $27,198 |
| Fas Wealth Partners Inc | Investment advisory (participants), Direct payment from the plan | $20,052 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $13,658 |
| Moneta Group Investment Adviso | Investment advisory (participants), Direct payment from the plan | $9,195 |
| Hamilton Capital Llc | Investment advisory (participants), Direct payment from the plan | $5,429 |
| Howard Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $5,319 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,022 |