Harmonia Holdings Group, Llc 401(k) Plan
Sponsored by Harmonia Holdings Group, Llc · EIN 432103421 · Plan #001
- Total assets
- $37.1M
- Net assets
- $37.1M
- Active participants
- 395
- With balances
- 441
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 |
|---|---|---|
| Capital Guard Investments Llc CRD 329362 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $41,950 |
| The Capital Group Investment | Investment advisory (participants) | $30,202 |