AUMdb

Hope Community Resources, Inc. Retirement Savings Plan

Sponsored by Hope Community Resources, Inc. · EIN 920036594 · Plan #001

Total assets
$13.6M
Net assets
$13.6M
Active participants
448
With balances
401

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $45,687
Merrill Lynch Investment advisory (participants) $24,958