AUMdb

Job Haines Home Retirement Plan

Sponsored by Job Haines Home · EIN 220972180 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
189
With balances
171

Plan year beginning 01/01/2024 · Profit-sharing, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Lincoln Financial Advisors Investment advisory (plan) $7,692
The Vanguard Group, Inc. Recordkeeping $4,403
Retirewell Administrators, Inc. Consulting (pension) $2,750