Home Builders Institute 403(b) Plan
Sponsored by Home Builders Institute · EIN 521266885 · Plan #002
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 321
- With balances
- 422
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $1,861 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $25 |