AUMdb

Autumn Harp, Inc. 401(k) Profit Sharing Plan

Sponsored by Autumn Harp, Inc. · EIN 030284189 · Plan #001

Total assets
$15.7M
Net assets
$15.7M
Active participants
257
With balances
288

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
Cetera Advisor Networks Llc Investment advisory (participants) $9,000
John Hancock Life Insurance Co Usa Recordkeeping, Investment management, Sub-transfer agency fees $2,516