AUMdb

Holmes Retirement Plan 401(k)

Sponsored by Holmes Building Materials, Llc · EIN 720635776 · Plan #001

Total assets
$6.6M
Net assets
$6.6M
Active participants
119
With balances
105

Plan year beginning 01/01/2024 · 401(k)

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
Sentinel Pension & Payroll Recordkeeping, Participant loan processing, Recordkeeping fees $3,564
Nationwide Investment advisory (participants) $1,004