Project Home 401(k) Plan
Sponsored by Project Home · EIN 232555950 · Plan #002
- Total assets
- $13.1M
- Net assets
- $13.0M
- Active participants
- 299
- With balances
- 360
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 |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Advisors Asset Mgt | Investment advisory (participants) | $55,890 |
| John Hancock Life Ins Co | Recordkeeping, Float revenue, Soft dollars commissions | $8,357 |
| The Paragon Alliance Group Llc | Plan administrator, Recordkeeping | $7,370 |