Chn Housing Partners 401(k) Profit Sharing Plan & Trust
Sponsored by Chn Housing Partners · EIN 341346763 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 205
- With balances
- 244
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stadion Money Management | Investment advisory (participants), Direct payment from the plan | $23,831 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $13,197 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $6,921 |
| United Of Omaha | Participant loan processing, Recordkeeping, Recordkeeping fees | $6,889 |
| Mutual Of Omaha | Other services, Other insurance wrap fees | $0 |