Homewise 403(b) Pension Plan
Sponsored by Homewise, Inc · EIN 850346325 · Plan #003
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 100
- With balances
- 137
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 |
|---|---|---|
| July Business Services Llc | Contract administrator, Recordkeeping, Recordkeeping fees | $26,885 |
| Dubuque Bank & Trust Company | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $22,377 |