AUMdb

Eden Home Services 401(k) Plan

Sponsored by Empres Healthcare, Inc. · EIN 263018337 · Plan #001

Total assets
$21.7M
Net assets
$21.6M
Active participants
1,019
With balances
1,090

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
Northwest Capital Management Inc CRD 108091 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $161,274
Northwest Capital Management Inc. Investment advisory (plan), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0