United Methodist Homes 401(k) Plan
Sponsored by United Methodist Homes, Inc. · EIN 060987394 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2025 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2025 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $27,295 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $9,900 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2025 | $0 | 0 | ack 20251212082959NAL0008969218001 |
| 01/01/2024 | $22.3M | 195 | ack 20251013150236NAL0000738691001 |