Harold Brothers Mechanical 401(k) Plan
Sponsored by Harold Brothers Mechanical Contractors, Inc. · EIN 263189470 · Plan #001
- Total assets
- $22.7M
- Net assets
- $21.8M
- Active participants
- 283
- With balances
- 278
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 |
|---|---|---|
| Capital Analysts, Llc CRD 162200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Analysts, Inc. | Investment advisory (participants) | $47,355 |
| Map Retirement Usa, Llc | Recordkeeping | $2,300 |