Harbert Retirement Plan
Sponsored by Harbert Management Corporation · EIN 631105435 · Plan #002
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 227
- With balances
- 290
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 |
|---|---|---|
| Fidelity Invest Institutional Opera | Participant loan processing, Recordkeeping fees, Account maintenance fees | $51,474 |