Havenpark 401(k) Retirement Plan
Sponsored by Heartland Communities, Llc · EIN 813245597 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 251
- With balances
- 286
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $25,127 |
| Lpl Financial | Investment advisory (plan) | $14,062 |
| Wc Administrators, Llc | Contract administrator | $8,535 |
| Leafhouse Financial Advisors, Llc | Other fees | $3,382 |
| Empower Advisory Group,Llc | Investment management | $3,024 |