Harbert Management Corporation's EIN is 63-1105435.
Download the official 2024 Form 5500 (PDF) for Harbert Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harbert Management Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INSTITUTIONAL OPERA | 04-2647786 | — | RECORDKEEPER | $51K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $99.6M | 91.7% | |
| CONESTOGA SMALL CAP GROWTH COL FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 82-6178890 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.8% |
