AUMdb

Larson Gross P.L.L.C. 401(k) Profit Sharing Plan And Trust

Sponsored by Larson Gross P.L.L.C. · EIN 911663574 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2025 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Harbour Investment Management L.L.C. CRD 111166 fuzzy_auto · 96% 2025

Service providers

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

Provider Services Direct comp
Harbor Investment Management Investment advisory (plan), Investment management, Direct payment from the plan $30,900
Nwps Recordkeeping, Participant communication, Direct payment from the plan $11,913
Charles Schwab Trust Bank Custodial (securities), Direct payment from the plan $5,095

Filing history

Plan year Assets Participants Source
01/01/2025 $0 0 ack 20251111113954NAL0006142513001
01/01/2024 $30.2M 184 ack 20251015153432NAL0005295153001