Hr & A Advisors, Inc. 401(k)/Profit Sharing Plan
Sponsored by Hr & A Advisors, Inc. · EIN 208767681 · Plan #001
- Total assets
- $24.7M
- Net assets
- $24.7M
- Active participants
- 190
- With balances
- 214
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bam Advisors Services | Investment advisory (participants), Investment advisory (plan), Investment management | $63,462 |
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities), Trustee (institutional) | $18,136 |
| Charles Schwab Bank | Custodial (securities), Investment management, Investment management fees (indirect) | $0 |