Harbor Health Services, Inc. 403(b) Plan
Sponsored by Harbor Health Services, Inc. · EIN 237100550 · Plan #001
- Total assets
- $45.2M
- Net assets
- $45.0M
- Active participants
- 607
- With balances
- 465
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Direct payment from the plan | $61,585 |
| Sentinel Pension Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $46,506 |
| Fid Inv Instl Operations Co., Inc. | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $1,190 |