AUMdb

Harkins Builders, Inc. Employee Stock Ownership Plan

Sponsored by Harkins Builders, Inc. · EIN 521010362 · Plan #003

Total assets
$123M
Net assets
$123M
Active participants
286
With balances
404

Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Asset Strategy Consultants Llc CRD 110800 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Asset Strategy Consultants Investment management $45,504
Transition Finance Strategies, Llc Recordkeeping $32,710
Gordon Feinblatt, Llc Legal $0
Rsm Us Llp Valuation $0
Ellin & Tucker, Chartered Accounting $0