AUMdb

Hope House, Inc. Retirement Plan

Sponsored by Hope House, Inc. · EIN 146050436 · Plan #002

Total assets
$1.9M
Net assets
$1.9M
Active participants
91
With balances
143

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Glens Falls National Bank And Trust Recordkeeping, Trustee (institutional), Trustee (discretionary) $14,118
Charles Schwab & Co., Inc. Shareholder servicing fees $0