Haas Automation, Inc. 401 K Profit Sharing Plan
Sponsored by Haas Automation, Inc. · EIN 953883244 · Plan #001
- Total assets
- $356M
- Net assets
- $356M
- Active participants
- 1,377
- With balances
- 1,744
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 |
|---|---|---|
| Turner Capital Investments, Llc CRD 146134 | deterministic · 100% | 2024 |
| Prism Advisors, Inc. CRD 286474 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $37,847 |
| Turner Capital Investments Llc | Investment advisory (participants), Direct payment from the plan | $14,519 |
| Prism Advisors Inc | Investment advisory (participants), Direct payment from the plan | $9,126 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $935 |