Bank Of Hope 401(k) Retirement Plan
Sponsored by Bank Of Hope · EIN 953972168 · Plan #001
- Total assets
- $252M
- Net assets
- $252M
- Active participants
- 1,213
- With balances
- 1,788
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $150,973 |
| Raymond James Financial Services | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Vasquez & Company, Llp | Accounting, Direct payment from the plan | $20,370 |