Harbor Group Management Co. 401(k) Plan
Sponsored by Harbor Group Management Co. · EIN 541329081 · Plan #001
- Total assets
- $54.9M
- Net assets
- $54.8M
- Active participants
- 1,382
- With balances
- 1,829
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $172,233 |
| Cerity Partners Retirement Services | Investment advisory (plan) | $98,878 |