AUMdb

Homesteaders Life Co. 401(k) Retirement Plan

Sponsored by Homesteaders Life Co. · EIN 420316600 · Plan #002

Total assets
$54.1M
Net assets
$54.1M
Active participants
347
With balances
418

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $59,841
Empower Annuity Insurance Company Recordkeeping fees $39,841