AUMdb

Tax Deferred Annuity Plan For Employees Of Health Care For The Homeless, Inc.

Sponsored by Health Care For The Homeless, Inc. · EIN 521576404 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
197
With balances
412

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Adp Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $37,328
Greenspring Advisors Llc Recordkeeping, Trustee (institutional), Other services $16,735
Retirement Management Services Llc Recordkeeping, Consulting (pension), Direct payment from the plan $6,380