AUMdb

Home/Life Services Inc. 401(k) Retirement Plan

Sponsored by Home/Life Services Inc. · EIN 133899699 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
707
With balances
234

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
Complete Advisors Plus Llc CRD 307127 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rpg Consultants Recordkeeping, Consulting (pension), Participant loan processing $43,271
Complete Advisors Investment advisory (participants), Investment advisory (plan) $16,996