From The Heart Church Ministries, Inc. Retirement Plan And Trust
Sponsored by From The Heart Church Ministries · EIN 521215805 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 101
- With balances
- 113
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $33,369 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $23,705 |