AUMdb

Hispanic Housing Development Corporation 401(k)/Retirement Plan

Sponsored by Hispanic Housing Development Corporation · EIN 362889871 · Plan #002 · Chicago, IL

Total assets
$6.7M
Net assets
$6.6M
Active participants
116
With balances
156

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
Mesirow Financial Investment Management, Inc. CRD 111135 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Creartive Planning Holdco Dba Cr Pl Investment advisory (plan) $14,833
Empower Annuity Ins Co Of America Recordkeeping fees $14,406
Mesirow Financial Invest Management Investment management $3,615