Houghton Mifflin Retirement Plan
Sponsored by Houghton Mifflin Harcourt Publishing Company · EIN 041456030 · Plan #001
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 195
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Mercer Investments Llc | Investment management fees (direct), Investment management fees (indirect) | $308,083 |
| Telus Health (Us) Ltd. | Contract administrator | $263,975 |
| Mercer (Us) Llc | Actuarial | $94,270 |
| State Street Bank And Trust Company | Trustee (directed), Other fees | $56,233 |
| Portfolio Evaluations, Inc. | Investment management | $25,000 |
| Caron & Bletzer, Pllc | Accounting | $13,615 |
| Sullivan & Worchester Llp | Legal | $8,352 |