AUMdb

Harbor Group Inc. 401(k) Plan

Sponsored by Harbor Group Inc. · EIN 421492435 · Plan #001

Total assets
$142M
Net assets
$142M
Active participants
1,560
With balances
1,870

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $129,445
Ubs Financial Services, Inc Consulting (general) $69,190