AUMdb

Hussey Corporation 401(k) Profit Sharing Plan

Sponsored by Hussey Corporation · EIN 010199368 · Plan #001

Total assets
$59.1M
Net assets
$59.1M
Active participants
314
With balances
403

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
Valmark Advisers Inc CRD 108050 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $102,884
Vallmark Advisers, Inc. Investment advisory (plan), Consulting fees $30,193
Reliance Trust Company Custodial (securities), Shareholder servicing fees $0