Hope Leasing 401(k) Plan
Sponsored by Hope Leasing · EIN 742431550 · Plan #002
- Total assets
- $7.4M
- Net assets
- $7.3M
- Active participants
- 179
- With balances
- 338
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 |
|---|---|---|
| J Beaver Investment Advisors Inc CRD 309157 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J Beaver Investment Advisors | Investment advisory (plan) | $32,572 |
| Retirebetter, Inc. | Recordkeeping, Recordkeeping fees | $18,376 |
| Mg Trust Company | Custodial (securities) | $3,766 |