AUMdb

Fm Home Loans 401(k) Plan

Sponsored by Fm Home Loans · EIN 020594137 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
156
With balances
143

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
Lion Street Financial, Llc Recordkeeping, Trustee (institutional), Other services $23,233
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $1,470