Hope Enterprises, Inc. Retirement Plan
Sponsored by Hope Enterprises, Inc. · EIN 232303287 · Plan #001
- Total assets
- $19.0M
- Net assets
- $19.0M
- Active participants
- 325
- With balances
- 595
Plan year beginning 07/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stonebridge Financial Group, Llc CRD 340200 | deterministic · 100% | 2024 |
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 | $84,799 |
| Tiaa Teachers Ins And Annuity Assn | Recordkeeping, Custodial (securities), Direct payment from the plan | $521 |
| Pa Retirement Solutions | Contract administrator, Direct payment from the plan, Other services | $200 |
| Stonebridge Financial Group,Llc | Investment advisory (plan), Other fees | $0 |