AUMdb

Horne Llp Profit Sharing Plan

Sponsored by Horne Llp · EIN 201941244 · Plan #001

Total assets
$108M
Net assets
$108M
Active participants
1,287
With balances
1,901

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
Bam Advisor Services, Llc Consulting (pension), Consulting fees $175,000
American Trust Company Claims processing, Recordkeeping, Recordkeeping fees $142,441