Fundamental Retirement Savings Plan
Sponsored by Hunt Valley Holdings Llc · EIN 204005037 · Plan #001
- Total assets
- $122M
- Net assets
- $122M
- Active participants
- 8,516
- With balances
- 9,065
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 |
|---|---|---|
| Harbor Investment Advisory, Llc CRD 151085 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional, | Participant loan processing, Recordkeeping fees, Account maintenance fees | $282,320 |
| Harbor Investment Advisory Llc | Investment advisory (plan) | $180,000 |
| Windham Brannon | Accounting | $20,500 |
| Pension Benefit Informatioin Llc | Consulting (general) | $19,662 |