The Assumption Home 401(k) Plan & Trust
Sponsored by Assumption Home, Inc. · EIN 410873335 · Plan #002
- Total assets
- $2.5M
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Accredited Investor Services, Llc CRD 148821 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Accredited Investor Services, Llc | Investment advisory (participants), Investment advisory (plan) | $12,079 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $10,393 |