403(b) Thrift Plan Of Beyond Housing, Inc.
Sponsored by Beyond Housing, Inc. · EIN 510179471 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 103
- With balances
- 168
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $8,733 |
| Edward D Jones & Co Lp | Investment advisory (plan) | $7,713 |
| Morningstar Inc Dba Morningstar Ass | Other fees | $659 |
| Empower Advisory Group, Llc | Investment management | $3 |