AUMdb

American Homestar Corporation 401(k) Retirement Plan

Sponsored by American Homestar Corporation · EIN 760070846 · Plan #002

Total assets
$14.5M
Net assets
$14.5M
Active participants
537
With balances
411

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
Assuredpartners Investment Advisors, Llc CRD 309550 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $48,465
Kestra Investment Services Llc Investment advisory (plan) $21,197
Assured Partners Investment Advisor Investment advisory (plan) $7,660
Economic Group Pension Services Contract administrator $464