Hopeful Journeys Educational Center, Inc 401(k) Profit Sharing Plan
Sponsored by Hopeful Journeys Educational Center, Inc · EIN 800457637 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 132
- With balances
- 119
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Affinity Investment Group, Llc CRD 117191 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Affinity Investment Group Llc | Investment advisory (participants) | $12,186 |
| Kestra Advisory Services | Investment advisory (participants) | $12,186 |
| John Hancock Life Insurance Co | Recordkeeping | $792 |
| Assured Partners Capital, Inc. | Investment advisory (participants) | $0 |
| Morningstar | Investment advisory (plan) | $0 |