Hope House Foundation, Inc. 401(k) Profit Sharing Plan
Sponsored by Hope House Foundation, Inc. · EIN 540804383 · Plan #002
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 190
- With balances
- 191
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $21,228 |
| Bdo Usa, Llp | Contract administrator | $20,150 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $11,448 |
| Colby & Company Plc | Other fees | $5,865 |