AUMdb

Harrison Street Real Estate Capital 401(k) Profit Sharing Plan

Sponsored by Harrison Street Real Estate Capital, Llc · EIN 203677351 · Plan #001

Total assets
$49.8M
Net assets
$49.8M
Active participants
232
With balances
313

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
Embree Financial Group CRD 108233 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Embree Financial Group Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $103,910