Harbor's Edge Retirement Plan
Sponsored by Fort Norfolk Retirement Community, Inc. · EIN 020601375 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 273
- With balances
- 209
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 94% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $26,244 |
| Raymond James Financial Srvs | Investment advisory (plan) | $15,290 |
| Pbmares, Llp | Contract administrator | $4,713 |
| Empower Advisory Group, Llc | Investment management | $780 |