Armada Hoffler 401(k) Retirement Plan
Sponsored by Ahp Holding, Inc. · EIN 462392923 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 146
- With balances
- 206
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 97% | 2024 |
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $59,005 |
| Raymond James Financial Service Inc | Investment advisory (plan) | $8,875 |
| John Hancock (U.S.A) | Float revenue, Recordkeeping fees, Recordkeeping | $4,514 |
| Janney Montgomery Scott Llc | Investment advisory (plan) | $0 |