AUMdb

We Are Sharing Hope Sc Retirement Plan

Sponsored by We Are Sharing Hope Sc · EIN 570875658 · Plan #002

Total assets
$8.7M
Net assets
$8.7M
Active participants
115
With balances
163

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co Recordkeeping fees $48,021
Commonwealth Equity Services, Llc Investment advisory (plan) $33,718
Nwrpc Llc Contract administrator $2,925
Ascensus, Inc. Other fees $0