Homeward Bound, Inc. 403(b) Retirement Savings Plan
Sponsored by Homeward Bound, Inc. · EIN 411223085 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 265
- With balances
- 398
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 |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $50,039 |
| Tsc 401 K | Contract administrator | $29,567 |
| Principal Securities Inc. | Other commissions | $0 |
| Variable Annuity Life Insurance Co | Custodial (securities), Investment advisory (participants), Investment management | $0 |