AUMdb

The Hy Vee And Affiliates 401(k) Plan

Sponsored by Hy Vee, Inc. · EIN 420325638 · Plan #002

Total assets
$3.1B
Net assets
$3.1B
Active participants
55,933
With balances
57,133

Plan year beginning 09/30/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sobel Financial Llc CRD 304019 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $3,418,998
Sowell Financial Inc Investment advisory (plan), Direct payment from the plan $5,349