AUMdb

National Hme 401(k) Savings Plan

Sponsored by National Hme, Inc. · EIN 204605550 · Plan #001 · Irving, TX

Total assets
$7.0M
Net assets
$7.0M
Active participants
407
With balances
461

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $36,057
Creative Planning Llc Investment advisory (plan) $15,645