AUMdb

The Habegger Corporation 401(k) Profit Sharing Plan And Trust

Sponsored by The Habegger Corporation · EIN 311225518 · Plan #002

Total assets
$81.5M
Net assets
$81.5M
Active participants
586
With balances
688

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance And Annui Recordkeeping fees, Other fees $68,088
Ubs Financial Services Inc Other fees $47,250
Latitude Service Company Inc Other fees $23,225