Harvey 401(k) Plan
Sponsored by Harvey & Madding, Inc. · EIN 942435867 · Plan #003
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 307
- With balances
- 223
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 |
|---|---|---|
| Transamerica Financial Life Ins. Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $61,544 |
| Merrill Lynch Life Agency Inc. | Consulting (general), Insurance services, Insurance brokerage commissions | $51,297 |