Harris Chevrolet 401(k) Plan
Sponsored by Harris Chevrolet, Ii, L.L.C. · EIN 720986215 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 130
- With balances
- 115
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 |
|---|---|---|
| Veritas Wealth Advisors CRD 149762 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Veritas Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $14,141 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $3,512 |