AUMdb

E. J. Harrison & Sons, Inc. & Affiliated Employers Profit Sharing 401 K Plan

Sponsored by E.J.Harrison & Sons, Inc. · EIN 952492197 · Plan #002

Total assets
$45.8M
Net assets
$45.8M
Active participants
277
With balances
293

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
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sageview Advisory Group, Llc Investment advisory (plan) $67,541
John Hancock Recordkeeping $60,660
Actarial Benefits Corp Contract administrator $18,631