H.Y.B., Inc. Dba Harper's Retirement Program
Sponsored by H.Y.B., Inc. Dba Harper's · EIN 621105945 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 470
- With balances
- 354
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $47,816 |
| Raymond James Financial Services In | Investment advisory (plan) | $28,389 |
| Erisa Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $20,435 |