Archbright Multiple Employer Plan As Adopted By Haakon Industries, Inc.
Sponsored by Haakon Industries, Inc. · EIN 980132585 · Plan #002
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 196
- With balances
- 230
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $25,832 |
| Capfinancial Partners Llc | Investment advisory (plan) | $24,860 |
| Pentegra Services Inc | Contract administrator | $11,944 |
| Trutina Financial Llc | Investment advisory (plan) | $6,788 |
| Association Services Of Washington | Investment advisory (plan) | $4,164 |