Harder Mechanical Contractors Retirement Plan
Sponsored by Harder Mechanical Contractors, Inc. · EIN 930525328 · Plan #001
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 339
- With balances
- 476
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 |
|---|---|---|
| Sloy, Dahl & Holst, Llc CRD 110102 | fuzzy_auto · 96% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Stoker Ostler Wealth Advisors, Inc. CRD 111320 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps | Contract administrator, Recordkeeping, Participant communication | $53,891 |
| Sloy Dahl & Holst Llc | Investment advisory (participants) | $31,849 |
| Fisher Investments | Investment advisory (participants) | $28,614 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Trustee (institutional) | $23,993 |
| Stoker Ostler Wealth Advisors | Investment advisory (participants) | $21,199 |