AUMdb

New Hope Of Indiana, Inc. 403(b) Plan

Sponsored by New Hope Of Indiana, Inc. · EIN 351733591 · Plan #001

Total assets
$13.3M
Net assets
$13.3M
Active participants
371
With balances
278

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).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $24,595
Bradley Associates Inc Accounting, Direct payment from the plan $24,000
National Financial Services Securities brokerage, Securities brokerage commissions $0