Villa Of Hope Retirement Plan
Sponsored by Villa Of Hope · EIN 160743164 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 221
- With balances
- 358
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $27,811 |
| Ubs Financial Services, Inc. | Recordkeeping, Trustee (institutional), Other services | $25,909 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |