AUMdb

Integrity Home Mortgage Corp 401(k) Plan

Sponsored by Integrity Home Mortgage · EIN 550873456 · Plan #001

Total assets
$9.0M
Net assets
$9.0M
Active participants
178
With balances
198

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
Buttonwood Wealth, Llc CRD 305896 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Buttonwood Wealth, Llc Investment advisory (plan), Consulting fees $24,758
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $18,460
American Trust Company Contract administrator, Recordkeeping, Consulting (pension) $7,501