AUMdb

Housing Management Resources, Inc. 401(k) Savings Plan

Sponsored by Housing Management Resources, Inc. · EIN 364487673 · Plan #001

Total assets
$14.0M
Net assets
$14.0M
Active participants
265
With balances
323

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $64,785
Onedigital Investment Advisors Investment advisory (participants), Investment advisory (plan) $13,238