The Homestead Retirement Plan
Sponsored by The Homestead, L.C. · EIN 752500327 · Plan #001
- Total assets
- $281K
- Net assets
- $281K
- Active participants
- 0
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| North Pier Fiduciary Management, Llc CRD 148128 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal | Trustee (institutional), Direct payment from the plan | $48,426 |
| North Pier Fiduciary Management Llc | Investment advisory (plan), Direct payment from the plan | $33,647 |
| Ascensus | Actuarial, Direct payment from the plan | $11,250 |