AUMdb

Savings Plan Of Harmonic Drive Llc

Sponsored by Harmonic Drive Llc · EIN 203942105 · Plan #001

Total assets
$26.9M
Net assets
$26.9M
Active participants
218
With balances
239

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
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $39,572
Sentinel Pension Advisors Inc Investment advisory (plan) $30,000