AUMdb

Hometap Equity Partners 401(k) Plan

Sponsored by Hometap Equity Partners Llc · EIN 823844831 · Plan #001

Total assets
$12.9M
Net assets
$12.9M
Active participants
248
With balances
331

Plan year beginning 01/01/2024 · 401(k)

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
Betterment For Business, Llc Investment advisory (plan), Recordkeeping fees $5,438