The Havi Group Limited Partnership Profit Sharing And Savings Plan
Sponsored by The Havi Group Limited Partnership · EIN 363600106 · Plan #001
- Total assets
- $360M
- Net assets
- $360M
- Active participants
- 1,163
- With balances
- 1,639
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 |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $123,621 |
| Aon Investments Usa Inc | Investment advisory (plan), Direct payment from the plan | $86,568 |
| Forvis | Accounting, Direct payment from the plan | $23,362 |
| Usi Consulting Group | Investment advisory (plan), Direct payment from the plan | $8,000 |
| Pricewaterhousecoopers | Investment advisory (plan), Direct payment from the plan | $1,750 |