AUMdb

Horizons For Homeless Children, Inc. 403(b) Plan

Sponsored by Horizons For Homeless Children, Inc · EIN 222915188 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
143
With balances
167

Plan year beginning 07/01/2024 · 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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners, Llc Investment advisory (plan), Direct payment from the plan $11,957
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $6,108