Complete Holdings Group Inc., 401(k) Plan
Sponsored by Complete Holdings Group, Inc. · EIN 621811667 · Plan #001
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 819
- With balances
- 564
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 |
|---|---|---|
| Harbor Investment Advisory, Llc CRD 151085 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping, Recordkeeping fees, Participant loan processing | $51,923 |
| Harbor Investment Advisory | Consulting (general), Investment advisory (plan) | $24,766 |