Hart Saver 401(k) Plan
Sponsored by J. C. Hart Company, Inc. · EIN 351361239 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 187
- With balances
- 158
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 98% | 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 | $53,450 |
| Shepherd Financial Investment Advis | Investment advisory (plan), Other fees | $0 |