AUMdb

Habitat For Humanity Of Greater Los Angeles 401(k) Profit Sharing Plan

Sponsored by Habitat For Humanity Of Greater Los Angeles · EIN 330416470 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
134
With balances
226

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retiremt Solutions Llc Recordkeeping, Participant loan processing, Investment management fees (indirect) $19,324
Global Retirement Partners Llc Investment advisory (plan) $16,739
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $695