Honorbridge Retirement Plan
Sponsored by Honorbridge · EIN 581627444 · Plan #001
- Total assets
- $31.3M
- Net assets
- $31.3M
- Active participants
- 245
- With balances
- 291
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $22,391 |
| Ascensus, Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $12,872 |
| Valic Retirement Services Company | Custodial (securities), Investment advisory (participants), Direct payment from the plan | $6,019 |