AUMdb

Heaven's Hands Community Services, Inc. 403(b) Plan

Sponsored by Heaven's Hands Community Services, Inc. · EIN 200225064 · Plan #001

Total assets
$2.0M
Net assets
$2.0M
Active participants
111
With balances
93

Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, 401(m) arrangement

Linked investment advisers

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

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Life & Annuity Ins Co Of Ny Recordkeeping fees $4,544
Wells Fargo Advisors Llc Investment advisory (plan) $4,297
United Benefit Pensions Inc. Contract administrator $1,425
Empower Advisory Group, Llc Investment management $1,417
Morningstar Inc Dba Other fees $357