AUMdb

Harrison Profit Sharing And Retirement Plan

Sponsored by The Harrison Steel Castings Company · EIN 350368130 · Plan #001

Total assets
$30.7M
Net assets
$30.7M
Active participants
419
With balances
593

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
Procourse Fiduciary Advisors, Llc CRD 164328 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $83,337
Procourse Fiduciary Advisors Investment advisory (plan), Direct payment from the plan $25,000
Forvis Mazars Accounting, Direct payment from the plan $13,549