M. Holland Company 401(k) Profit Sharing Plan And Trust
Sponsored by M. Holland Company · EIN 362246768 · Plan #002
- Total assets
- $68.3M
- Net assets
- $68.3M
- Active participants
- 244
- With balances
- 305
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 |
|---|---|---|
| Harbour Financial Resources, Ltd CRD 110261 | fuzzy_auto · 97% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping | $72,537 |
| Harbor Financial Resources, Inc. | Investment advisory (plan) | $25,000 |
| Corient Private Wealth Llc | Investment advisory (plan) | $6,208 |
| Charles Schwab & Co., Inc. | Custodial (securities), Securities brokerage | $11 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities) | $0 |