Dignified Home Loans Llc 401(k) Profit Sharing Plan
Sponsored by Dignified Home Loans, Llc · EIN 272070732 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 74
- With balances
- 89
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co. Inc. | Investment advisory (participants) | $25,037 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $2,058 |