AUMdb

Harrison Design Associates 401(k) Profit Sharing Plan

Sponsored by Harrison Design Associates, Inc. · EIN 582077818 · Plan #001 · Atlanta, GA

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
Oppenheimer & Co. Inc. CRD 249 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Oppenheimer & Co Inc Investment advisory (plan) $27,685
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $150