AUMdb

Hope Haven, Inc. 403(b) Retirement Plan

Sponsored by Hope Haven, Inc. · EIN 420890017 · Plan #002

Total assets
$26.2M
Net assets
$26.2M
Active participants
698
With balances
399

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Peoples Bank Trustee (institutional), Investment advisory (plan), Direct payment from the plan $110,891
American Trust Company Recordkeeping, Consulting (general), Consulting (pension) $29,537