AUMdb

National Association Of Home Builders Retirement Plan

Sponsored by National Association Of Home Builders Of The U.S · EIN 880359303 · Plan #002

Total assets
$127M
Net assets
$127M
Active participants
260
With balances
371

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $13,714
Fidelity Invs Institutional Ops Co Participant loan processing, Recordkeeping fees, Account maintenance fees -$29,101