Haver Analytics Employee Stock Ownership 401(k) Plan
Sponsored by Haver Analytics, Inc. · EIN 132965030 · Plan #002
- Total assets
- $49.8M
- Net assets
- $49.6M
- Active participants
- 104
- With balances
- 169
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $148,486 |
| Global Retirement Partners, Llc | Investment advisory (plan), Other fees | $0 |