Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Loch Harbour Group Inc · EIN 541761107 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 78
- With balances
- 149
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 |
|---|---|---|
| Meridian Management Co CRD 110216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meridian Investment Advisors, Inc. | Investment advisory (plan), Other investment fees and expenses | $24,827 |
| Sikich Cpa Llc | Accounting | $14,560 |
| Retirement Plan Concepts & Services | Other services, Direct payment from the plan, Other fees | $7,940 |