Heading Home Retirement Plan
Sponsored by Heading Home, Inc. · EIN 237364546 · Plan #002
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 193
- With balances
- 243
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mmlis | Investment advisory (plan) | $7,000 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $6,365 |
| Pentegra Services Inc | Contract administrator | $3,692 |
| Empower Advisory Group | Investment management | $526 |