AUMdb

Our Home, Inc. 401(k) Profit Sharing Plan

Sponsored by Our Home, Inc. · EIN 237163006 · Plan #001

Total assets
$5.5M
Net assets
$5.5M
Active participants
123
With balances
112

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
Prime Capital Investment Advisors, Llc CRD 288712 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other commissions, Recordkeeping fees, Other fees $16,808
Prime Capital Investment Investment advisory (plan), Direct payment from the plan $12,929