AUMdb

Hozhoni Foundation, Inc. Retirement Contribution Plan

Sponsored by Hozhoni Foundation, Inc. · EIN 860255127 · Plan #001

Total assets
$1.9M
Net assets
$1.9M
Active participants
117
With balances
146

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ameritas Life Insurance Corp Recordkeeping, Participant loan processing, Direct payment from the plan $5,725
Mesirow Fin Investment Mgmt, Inc Investment advisory (plan), Direct payment from the plan $280