Harborone 401(k) Plan
Sponsored by Harborone Bank · EIN 041123040 · Plan #002
- Total assets
- $80.3M
- Net assets
- $80.3M
- Active participants
- 407
- With balances
- 602
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $76,855 |
| Mma Securities, Llc | Investment advisory (plan), Direct payment from the plan | $40,000 |
| Gray, Gray & Gray | Accounting, Direct payment from the plan | $30,500 |