Form 5500 Search

HALBERT HARGROVE/RUSSELL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
617
Total plan assets
$62.3M
Filings (rows)
3
Direct comp
$118K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SUN GRO HOLDINGS INC.
SUN GRO HOLDINGS INC. RETIREMENT SAVINGS PLAN
AGAWAM, MA
Advisor / Consultant
INVESTMENT ADVISOR
214$21.3M$38K
SUN GRO HOLDINGS INC.
SUN GRO HOLDINGS INC. RETIREMENT SAVINGS PLAN
AGAWAM, MA
Advisor / Consultant
INVESTMENT ADVISOR
186$21.0M$40K
SUN GRO HOLDINGS INC.
SUN GRO HOLDINGS INC. RETIREMENT SAVINGS PLAN
AGAWAM, MA
Advisor / Consultant
INVESTMENT ADVISOR
217$20.0M$39K
HALBERT HARGROVE/RUSSELL — Form 5500 Service Provider Profile | Form 5500 Search