Friendly Home Services Group, Llc 401(k) Plan Plan
Sponsored by Friendly Home Services Group, Llc · EIN 850654134 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 313
- With balances
- 154
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United 401(k) Plans, Inc | Plan administrator, Direct payment from the plan, Recordkeeping fees | $18,012 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $17,280 |