Harborstone Credit Union Employee Retirement Savings Plan
Sponsored by Harborstone Credit Union · EIN 910659059 · Plan #002
- Total assets
- $54.2M
- Net assets
- $54.2M
- Active participants
- 301
- With balances
- 427
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 |
|---|---|---|
| Pinnacle Pension Services | Other fees | $35,785 |
| Dwyer Pemberton And Coulson | Other fees | $23,000 |
| Voya Retirement Insurance & Annuity | Investment advisory (participants) | $17,469 |
| Morningstar | Investment advisory (plan) | $0 |