AUMdb

Hopeway Foundation 401(k) Plan

Sponsored by Hopeway Foundation · EIN 464510365 · Plan #001

Total assets
$6.0M
Net assets
$6.0M
Active participants
151
With balances
154

Plan year beginning 01/01/2024 · 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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $41,164
First Citizens Bank And Trust Compa Investment advisory (plan), Direct payment from the plan $7,639