AUMdb

Harrell's 401(k) & Profit Sharing Plan

Sponsored by Harrell's, Llc · EIN 261595082 · Plan #001

Total assets
$61.9M
Net assets
$61.9M
Active participants
476
With balances
525

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
Blue Ridge Esop Associates Contract administrator $11,414
Capital Group Retirement Plan Servi Recordkeeping fees $4,775
Keybank National Association Accounting $0