Harnish Group Inc. Retirement Plan
Sponsored by Harnish Group Inc. · EIN 911978007 · Plan #001
- Total assets
- $253M
- Net assets
- $253M
- Active participants
- 1,232
- With balances
- 1,636
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Interstate Wealth Management | Trustee (directed) | $137,371 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees, Recordkeeping, Participant loan processing | $119,695 |
| Verus Advisory, Inc. | Investment advisory (plan) | $58,371 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan, Investment management | $37,936 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $3,136 |