AUMdb

Harris Group Deferred Income Plan And Trust

Sponsored by Harris Group Inc. · EIN 910931646 · Plan #001

Total assets
$28.4M
Net assets
$28.3M
Active participants
86
With balances
218

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Northwest Plan Services, Inc. Recordkeeping, Consulting (pension), Participant loan processing $27,038
Pacific Portfolio Consulting, Lp Investment advisory (plan), Investment management fees (direct) $24,000
Charles Schwab Bank Shareholder servicing fees, Direct payment from the plan, Float revenue $9,820