AUMdb

Homeguard, Incorporated Retirement Plan

Sponsored by Homeguard, Incorporated · EIN 770187837 · Plan #001

Total assets
$1.4M
Net assets
$1.4M
Active participants
138
With balances
110

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
Principal Life Insurance Contract administrator, Direct payment from the plan, Recordkeeping fees $21,103
Plan Design Consultants, Inc. Contract administrator, Direct payment from the plan, Other services $6,906
Wilshire Associates Inc Investment advisory (plan), Other investment fees and expenses $0