AUMdb

Harbor Homes, Inc. 401(k) Plan

Sponsored by Harbor Homes, Inc. · EIN 020351932 · Plan #002

Total assets
$10.9M
Net assets
$10.9M
Active participants
218
With balances
166

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Guidance Point Retirement Services, Llc CRD 161000 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Benefit Plan Admin Services Inc. Investment advisory (participants), Other fees, Recordkeeping $27,838
Guidance Point Retirement Services Investment advisory (plan), Other investment fees and expenses, Investment management $21,122