Harvard Integrations 401(k) Plan
Sponsored by Harvard Integrations, Lp · EIN 473627205 · Plan #002
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 288
- With balances
- 339
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $27,542 |
| Mma Securities Llc | Investment advisory (plan), Consulting fees | $21,298 |