AUMdb

Hankins Lumber Co. Retirement Plan

Sponsored by Hankins Lumber Co. Inc. · EIN 640522665 · Plan #001

Total assets
$2.5M
Net assets
$2.5M
Active participants
163
With balances
103

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
Giraffes, Inc. CRD 157616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Financial Concepts Investment advisory (plan) $10,066
The Retirement Advantage Inc Contract administrator $6,000
Capital Group Retirement Services Recordkeeping fees $1,425