AUMdb

Harmony Home Health Services 401 K Plan

Sponsored by Harmony Home Health Services Llc · EIN 841396314 · Plan #001

Total assets
$4.5M
Net assets
$4.5M
Active participants
260
With balances
99

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (participants), Investment advisory (plan), Investment management $16,314
American United Life Insurance Co Recordkeeping, Participant loan processing, Direct payment from the plan $897