AUMdb

Hope Network Employee 403(b) Plan

Sponsored by Hope Network · EIN 386108186 · Plan #002

Total assets
$54.6M
Net assets
$54.6M
Active participants
2,625
With balances
3,129

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Envestnet Retirement Solutions, Llc CRD 171570 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator, Securities brokerage commissions $186,802
Envestnet Retirement Solutions, Llc Consulting (pension), Investment advisory (plan) $16,265