Edwin L Heim Co 401(k) Profit Sharing And Employee Stock Ownership Plan
Sponsored by Edwin L. Heim Company · EIN 231265924 · Plan #001
- Total assets
- $88.2M
- Net assets
- $88.2M
- Active participants
- 172
- With balances
- 230
Plan year beginning 06/26/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Research And Management Company CRD 110885 | fuzzy_auto · 97% | 2024 |
| Doubleline Capital Lp CRD 152606 | deterministic · 100% | 2024 |
| Harbor Capital Advisors, Inc. CRD 113042 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Massachusetts Financial Services Company CRD 110045 | deterministic · 100% | 2024 |
| Pgim Investments Llc CRD 105670 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fulton Financial Advisors | Claims processing, Custodial (securities), Investment advisory (plan) | $123,512 |
| Capital Research And Management Com | Investment management, Investment management fees (indirect) | $0 |
| Doubleline Capital Lp | Investment management, Investment management fees (indirect) | $0 |
| Harbor Capital Advisors Inc | Investment management, Investment management fees (indirect) | $0 |
| J.P. Morgan Investment Management, | Investment management, Investment management fees (indirect) | $0 |
| Massachusetts Financial Services Co | Investment management, Investment management fees (indirect) | $0 |
| Pgim Investments Llc | Investment management, Investment management fees (indirect) | $0 |
| Principal Global Investors Llc | Investment management, Investment management fees (indirect) | $0 |
| T. Rowe Price Associates, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Victory Capital Management Inc. | Investment management, Investment management fees (indirect) | $0 |
| Goldman Sachs Asset , L.P. | Investment management, Investment management fees (indirect) | $0 |