Homeowners Financial Group 401(k) Plan
Sponsored by Homeowners Financial Group · EIN 200640473 · Plan #001
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 266
- With balances
- 344
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Co. Usa | Recordkeeping, Investment management, Shareholder servicing fees | $57,553 |
| Wells Fargo Clearing Svcs Llc | Investment advisory (participants) | $50,000 |
| Mansperger Patterson & Mcmullin Plc | Accounting | $15,500 |