Homeland Center 401(k) Plan
Sponsored by Home For The Friendless D/B/A Homeland Center · EIN 231365148 · Plan #003
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 284
- With balances
- 312
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Contract administrator, Recordkeeping, Investment management fees (indirect) | $28,239 |
| Lpl Financial | Investment advisory (plan) | $21,092 |
| Pa Retirement Solutions | Recordkeeping fees, Other investment fees and expenses | $16,800 |
| Iron Fiduciary | Investment management fees (direct) | $1,794 |