Homesite Services, Inc. 401 K Plan
Sponsored by Homesite Services, Inc. · EIN 371502322 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 404
- With balances
- 131
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 |
|---|---|---|
| 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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc | Investment advisory (plan) | $39,650 |
| Fast 401 K Inc Dba Eplan Services In | Consulting (pension) | $20,098 |