AUMdb

Old Harbor Profit Sharing 401(k) Plan

Sponsored by Old Harbor Native Corporation · EIN 920045659 · Plan #001

Total assets
$61.4M
Net assets
$61.4M
Active participants
2,204
With balances
1,533

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Northwest Investment Consulting Inc Plan administrator, Recordkeeping, Consulting (general) $111,512
Ubs Financial Services Inc Investment management fees (direct), Consulting fees $46,398
Charles Schwab Trust Bank Custodial (securities), Distribution (12b-1) fees, Soft dollars commissions $20,539