AUMdb

Operation Homefront 401(k) Plan

Sponsored by Operation Homefront, Inc. · EIN 320033325 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
125
With balances
145

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $1,706
Voya Retirement Insurance And Annui Investment advisory (participants) $312
Morningstar Investment Management Investment advisory (participants) $312
World Investment Advisors, Llc Other fees $0
Loren D. Stark Company Other services $0