AUMdb

Home Run Inn, Inc. 401(k) Profit Sharing Plan

Sponsored by Home Run Inn, Inc. · EIN 362799550 · Plan #002

Total assets
$12.7M
Net assets
$12.7M
Active participants
335
With balances
163

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
Performance Wealth Partners, Llc CRD 311735 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $59,890
Performance Wealth Investment advisory (plan), Other fees $36,139
Alliance Pension Consultants, Llc Other services, Other fees $0