AUMdb

The Harkins Group Employees 401(k) Profit Sharing Retirement Plan

Sponsored by Harkins Builders, Inc. · EIN 521010362 · Plan #002

Total assets
$61.5M
Net assets
$61.5M
Active participants
328
With balances
395

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
Asset Strategy Consultants Llc CRD 110800 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Asset Strategy Consultants Investment advisory (plan), Other services $47,279
Cohn Reznick Other services $39,000
Blue Ridge Consulting (general), Other services $15,474
Gordon Feinblattroth Legal $10,036
Smith & Downey Legal $934