AUMdb

Harbor Healthcare System 401(k) Plan

Sponsored by Harbor Healthcare System, Lp · EIN 204081878 · Plan #001

Total assets
$10.1M
Net assets
$10.1M
Active participants
1,144
With balances
1,715

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $115,475
Lpl Financial Llc Rpcp Investment advisory (participants) $15,517
Onedigital Investment Advisors Investment advisory (participants) $12,367