AUMdb

Harbor Health Team 401(k) Plan

Sponsored by The Harbor Health Team, Inc. · EIN 874283376 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
238
With balances
252

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Other fees, Participant loan processing, Direct payment from the plan $3,980