AUMdb

First Option Mortgage 401(k) Retirement Savings Plan

Sponsored by First Option Mortgage, Llc · EIN 680570826 · Plan #002

Total assets
$7.7M
Net assets
$7.7M
Active participants
189
With balances
399

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
Voya Retirement Insurance And Annui Recordkeeping fees $0