Headlands Tech Organization, Llc
Sponsored by Headlands Tech Organization, Llc · EIN 274360786 · Plan #001
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 115
- With balances
- 149
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 |
|---|---|---|
| Kestra Investment Services Llc | Investment advisory (plan) | $49,915 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $23,028 |