Harrogate Employees Annuity Plan
Sponsored by Harrogate Incorporated · EIN 222919029 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 208
- With balances
- 282
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 |
|---|---|---|
| Cmc Advisors, Inc. CRD 123811 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cmc Advisors, Inc. | Investment advisory (plan) | $14,487 |