Southern Tea, Llc Bargaining Unit Employees 401(k) Pension Plan
Sponsored by Harris Freeman And Co., Inc. · EIN 760701392 · Plan #002
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 197
- With balances
- 163
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $32,920 |