AUMdb

The Home Run, Inc. Retirement Plan And Trust

Sponsored by Home Run, Inc. · EIN 310825101 · Plan #001

Total assets
$6.9M
Net assets
$6.9M
Active participants
169
With balances
96

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
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 Ins. Co. Of America Recordkeeping fees $6,832
Ascensus Holdings Inc., Futureplan Contract administrator $2,742
Empower Advisory Group, Llc Investment management $1,909
Wells Fargo Clearing Services Llc Other commissions $0