Harting, Inc. Profit Sharing 401(k) Plan & Trust
Sponsored by Harting, Inc. · EIN 363548742 · Plan #002
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 185
- With balances
- 233
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (plan), Consulting (general) | $51,884 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $30,121 |