Hart United, Inc. Profit Sharing Plan
Sponsored by Hart United, Inc. · EIN 061016076 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 192
- With balances
- 154
Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Recordkeeping fees | $9,566 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $8,332 |
| Empower Advisory Group, Llc | Investment management | $1,104 |