Howard Companies 401(k) Plan
Sponsored by Howard Companies, Llc · EIN 825245412 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 445
- With balances
- 522
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investment Advis | Investment advisory (plan) | $34,588 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |