AUMdb

Homespire Mortgage Corporation 401 K Profit Sharing Plan And Tru

Sponsored by Homespire Mortgage Corporation · EIN 208279218 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
134
With balances
234

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ameriprise Financial Recordkeeping, Consulting (pension), Direct payment from the plan $48,819
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $34,651
Uhy, Llp Recordkeeping, Consulting (pension), Direct payment from the plan $9,858