AUMdb

Harvey Industries, Llc 401(k) Plan

Sponsored by Harvey Industries, Llc · EIN 042282465 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Nepc, Llc CRD 110562 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $221,008
Nepc Llc Accounting, Investment advisory (plan) $93,697
Empower Advisory Group, Llc Investment management $24,378
Caron & Bletzer Pllc Accounting $16,925