Project Hope Employees Retirement Plan
Sponsored by Project Hope The People To People Health Foundation, Inc. · EIN 530242962 · Plan #002
- Total assets
- $33.0M
- Net assets
- $33.0M
- Active participants
- 181
- With balances
- 303
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | 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 | $104,416 |
| Rbc Capital Markets Llc | Investment advisory (plan), Other fees | $0 |