Performance Horizon, Inc. 401(k) Plan
Sponsored by Performance Horizon Inc · EIN 274194494 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 148
- With balances
- 249
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $40,405 |
| Kathmere Capital Mgmt Llc | Investment advisory (plan) | $27,519 |
| Dyatech | Contract administrator | $950 |