Harmon City, Inc. 401(k) Retirement Savings Plan
Sponsored by Harmon City, Inc. · EIN 870230875 · Plan #001
- Total assets
- $97.8M
- Net assets
- $97.8M
- Active participants
- 4,125
- With balances
- 5,526
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $211,460 |
| Soltis Investment Advisors Llc | Investment advisory (plan) | $110,037 |
| Squire And Company | Accounting | $18,350 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,216 |