A.Harold & Associates, Llc.
Sponsored by A. Harold & Associates, Llc · EIN 161659371 · Plan #002 · Jacksonville, FL
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 87
- With balances
- 111
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 |
|---|---|---|
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mai Capital Management Llc | Investment advisory (plan) | $16,428 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $9,215 |