The Haddad Organization, Ltd. 401(k) Profit Sharing Plan
Sponsored by The Haddad Organization, Ltd. · EIN 132856820 · Plan #002
- Total assets
- $58.2M
- Net assets
- $58.2M
- Active participants
- 560
- With balances
- 957
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 |
|---|---|---|
| E.R.I.S.A., Inc. | Other fees | $9,204 |
| Bleakley Financial Group Llc | Other fees | $0 |