Homer's Tree Mendous 401(k) Plan And Trust
Sponsored by Homer Management Llc · EIN 471777110 · Plan #002
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 100
- With balances
- 101
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan), Investment advisory (participants), Investment management | $23,734 |