H.T. Harvey & Associates 401(k) Plan
Sponsored by Triple Hs, Incorporated · EIN 942204955 · Plan #001
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 88
- With balances
- 126
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $30,012 |
| Empower Advisory Group, Llc | Investment management | $23,286 |
| The Liberty Company Insurance Broke | Consulting (general) | $19,097 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $5,135 |