AUMdb

Harter Secrest & Emery Savings And Profit Sharing Plan

Sponsored by Harter Secrest & Emery Llp · EIN 160766172 · Plan #002

Total assets
$160M
Net assets
$160M
Active participants
213
With balances
285

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
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $5,946