Haskell & White 401(k) Tax Sheltered Savings Plan
Sponsored by Haskell & White, Llp · EIN 330310569 · Plan #001
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 112
- 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 |
|---|---|---|
| Nfp Retirement Inc | Investment advisory (plan) | $25,000 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $14,508 |