AUMdb

Home Comfort Alliance, Llc 401(k) Plan

Sponsored by Home Comfort Alliance, Llc · EIN 474982612 · Plan #001

Total assets
$7.3M
Net assets
$7.3M
Active participants
194
With balances
131

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
Brighton Jones Llc CRD 108601 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Brighton Jones Llc Investment advisory (plan) $28,981
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $9,930