Project Harmony Retirement Plan
Sponsored by Project Harmony · EIN 470789054 · Plan #002
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 107
- With balances
- 144
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 |
|---|---|---|
| Eide Bailly Cpas And Advisors | Accounting, Direct payment from the plan | $14,752 |
| Security National Bank. | Investment advisory (plan), Direct payment from the plan | $7,520 |
| Ascensus Llc | Recordkeeping fees, Other fees, Securities brokerage | $5,852 |
| United Of Omaha | Other fees, Participant loan processing, Recordkeeping fees | $1,987 |