New Hope Of Arizona 401(k) Profit Sharing Plan
Sponsored by New Hope Of Arizona, Inc · EIN 262624451 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 115
- With balances
- 130
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth, Inc. | Investment advisory (plan) | $20,865 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $18,273 |
| Norton Retirement Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $9,500 |
| Kimberlin Company Pllc | Accounting | $8,500 |