AUMdb

Harbor Electronics, Inc. 401(k) Plan

Sponsored by Harbor Electronics, Inc. · EIN 474899457 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
127
With balances
159

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
Forsythe Wealth Management, Inc. CRD 293152 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Foresight Wealth Management Investment advisory (plan) $20,000
Mwg Retirement Plan Services Recordkeeping $7,017