Homesafe 403(b) Retirement Plan
Sponsored by The Children's Place At Home Safe, Inc. · EIN 591935485 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 139
- With balances
- 160
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
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 | $31,628 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $22,524 |