Hartlage Management Company Retirement Savings Plan
Sponsored by Hartlage Management Company · EIN 611173837 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 190
- With balances
- 165
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 |
|---|---|---|
| Owen Larue, Llc CRD 289436 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Owen Larue Llc | Investment advisory (plan) | $13,579 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $8,694 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $246 |