Harris Beach 401(k) Profit Sharing Plan
Sponsored by Harris Beach Pllc · EIN 841623836 · Plan #003
- Total assets
- $211M
- Net assets
- $211M
- Active participants
- 390
- With balances
- 613
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 |
|---|---|---|
| Blue Water Advisors Lp CRD 288923 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $131,458 |
| Blue Water Advisors | Investment advisory (participants), Investment management fees (direct) | $30,638 |
| John Hancock Life Insurance Company | Recordkeeping, Consulting (general), Custodial (securities) | $28,049 |
| Qci Asset Management | Investment advisory (participants), Investment management fees (direct) | $14,121 |
| Cobblestone Capital Advisors | Investment advisory (participants), Investment management fees (direct) | $8,661 |
| Mg Trust Company Dba Matrix Trust C | Recordkeeping, Consulting (general), Custodial (securities) | $0 |