Havco Wood Products Llc 401(k) Profit Sharing Plan
Sponsored by Havco Wood Products Llc · EIN 510416600 · Plan #001
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 503
- With balances
- 556
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $149,388 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $39,973 |
| Raymond James | Investment advisory (plan) | -$9,973 |