Harborone Mortgage, Llc Retirement Plan
Sponsored by Harborone Mortgage Llc · EIN 042802284 · Plan #001
- Total assets
- $20.4M
- Net assets
- $20.4M
- Active participants
- 128
- With balances
- 191
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $20,422 |
| Mma Securities, Llc | Investment advisory (plan), Direct payment from the plan | $20,000 |
| Gray, Gray & Gray | Accounting | $6,631 |