AUMdb

Hawkeye Area Community Action Program Retirement Plan

Sponsored by Hawkeye Area Community Action Program, Inc. · EIN 420898405 · Plan #002

Total assets
$9.0M
Net assets
$9.0M
Active participants
391
With balances
107

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $42,697
Global Retirement Partners Llc Investment advisory (plan), Other fees $0