Housecanary 401(k) Plan
Sponsored by Housecanary Inc. · EIN 472312307 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 66
- With balances
- 101
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | 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 | $29,074 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Other fees | $0 |