Hopehealth, Inc. 401(k) Safe Harbor Plan
Sponsored by Hopehealth, Inc. · EIN 570984427 · Plan #001
- Total assets
- $32.7M
- Net assets
- $32.7M
- Active participants
- 640
- With balances
- 740
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones | Investment advisory (participants) | $57,732 |
| John Hancock Life Insurance Co. Usa | Recordkeeping, Investment management, Shareholder servicing fees | $20,865 |
| Wilshire Associates Inc | Investment advisory (participants) | $5,773 |