Healey Brothers, Inc. 401 K Plan
Sponsored by Healey Brothers, Inc. · EIN 061554816 · Plan #001 · Goshen, NY
- Total assets
- $43.7M
- Net assets
- $43.7M
- Active participants
- 579
- With balances
- 609
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $61,835 |
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $36,415 |
| Rbt Cpas | Accounting | $12,000 |