H. A. P. Enterprises, Inc. 401(k) Plan
Sponsored by H. A. P. Enterprises, Inc. · EIN 251605062 · Plan #002
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 130
- With balances
- 96
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 |
|---|---|---|
| Valley Brook Capital Group, Inc. CRD 122460 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valley Brook Capital Group, Inc. | Investment advisory (plan) | $16,232 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $2,722 |