AUMdb

Homefirst Services Of Santa Clara 401(k) Profit Sharing Plan

Sponsored by Homefirst Of Santa Clara · EIN 942684272 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
431
With balances
219

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
Nexus Administrators, Inc. Plan administrator, Recordkeeping $9,575