Harness, Dickey & Pierce 401 K Profit Sharing Plan
Sponsored by Harness, Dickey & Pierce, Plc · EIN 381429059 · Plan #001
- Total assets
- $162M
- Net assets
- $162M
- Active participants
- 273
- With balances
- 373
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $12,879 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,229 |