Hallmark Home Mortgage 401(k) Plan
Sponsored by Hallmark Home Mortgage · EIN 208549934 · Plan #001
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 179
- With balances
- 191
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 |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sym Financial Corporation | Investment advisory (plan), Other fees | $48,796 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $38,879 |
| Haines Isenbarger & Skiba, Llc | Accounting | $10,000 |
| Benefit Plans Plus Llc | Contract administrator | $6,908 |