Harrell Fish, Inc. Profit Sharing Plan
Sponsored by Harrell Fish, Inc. · EIN 351629771 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 134
- With balances
- 159
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $51,298 |
| Blue Benefits Consulting, Inc. | Contract administrator, Other fees, Direct payment from the plan | $1,500 |
| Robert W. Baird & Co. Incorporated | Other services, Other fees | $0 |
| Baird Insurance Services Inc | Other services, Other commissions | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |