Arbor Housing & Development 401(k) Retirement Plan
Sponsored by Steuben Churchpeople Against Poverty Inc Dba Arbor Housing Development · EIN 161166737 · Plan #002
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 116
- With balances
- 189
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Unified Trust Company, N.A. | Recordkeeping, Trustee (discretionary), Investment management | $26,376 |
| Wells Fargo Advisors, Llc | Investment advisory (plan) | $10,880 |
| Northeast Benefit Services | Other services | $8,055 |