Homebank 401(k) Plan
Sponsored by Homebank · EIN 430447990 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 145
- With balances
- 168
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co., Lp | Investment advisory (plan), Other investment fees and expenses | $16,383 |
| John Hancock | Recordkeeping, Investment advisory (participants), Float revenue | $14,133 |