AUMdb

Hughesleahykarlovic, Inc. 401(k) Plan

Sponsored by Hughesleahykarlovic, Inc. · EIN 431106904 · Plan #002

Total assets
$20.5M
Net assets
$20.5M
Active participants
121
With balances
283

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
Tfb Advisors, Llc CRD 321870 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tfb Advisors, Llc Investment advisory (plan) $77,677
The Vanguard Group, Inc. Recordkeeping $26,345
Tax Favored Benefits, Inc Contract administrator $9,870