AUMdb

Hcr 401 K Plan

Sponsored by Homefix Custom Remodeling Corp · EIN 521685937 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
88
With balances
124

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
Osaic Wealth, Inc. CRD 23131 fuzzy_auto · 98% 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 Co. Recordkeeping fees $18,238
Osaic Weallth Inc. Investment advisory (plan) $15,651
Empower Advisory Group Investment management $5,500
Prime Benefits, Inc Contract administrator $1,351