The Haverford Trust Company 401(k) Plan
Sponsored by The Haverford Trust Company · EIN 232329854 · Plan #003
- Total assets
- $59.1M
- Net assets
- $59.1M
- Active participants
- 145
- With balances
- 147
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 | $18,676 |