Harvey Tool Company, Llc 401(k) Retirement Plan
Sponsored by Harvey Tool Company, Llc · EIN 208909122 · Plan #001
- Total assets
- $36.4M
- Net assets
- $36.4M
- Active participants
- 494
- With balances
- 538
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 |
|---|---|---|
| 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 Annuity Insurance Company O | Recordkeeping fees | $90,824 |
| Empower Advisory Group, Llc | Investment management | $28,531 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $15,436 |
| Cetera Advisor Networks Llc | Other commissions | $0 |