Haug Partners Llp 401(k) Plan
Sponsored by Haug Partners Llp · EIN 133963911 · Plan #001
- Total assets
- $54.6M
- Net assets
- $54.6M
- Active participants
- 69
- With balances
- 170
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (plan), Investment management fees (direct) | $21,227 |
| Sentinel Benefits Group Llc | Recordkeeping, Direct payment from the plan | $17,214 |