Hui Huliau 401(k) Profit Sharing Plan & Trust
Sponsored by Hui Huliau · EIN 274710855 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 170
- With balances
- 174
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 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $18,786 |
| Harbor Investment Advisor, Llc | Investment advisory (participants) | $14,033 |