Homestead Funding Corp. 401(k) Plan
Sponsored by Homestead Funding Corp. · EIN 141770243 · Plan #001
- Total assets
- $40.1M
- Net assets
- $40.1M
- Active participants
- 271
- With balances
- 264
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 |
|---|---|---|
| Iron Financial Llc CRD 106682 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide Trust Company | Recordkeeping, Recordkeeping fees | $47,303 |
| Iron Financial | Investment advisory (plan), Securities brokerage, Securities brokerage commissions | $7,883 |
| Morgan Stanley Smith Barney | Securities brokerage, Securities brokerage commissions | $0 |