Luminate Home Loans Retirement Plan
Sponsored by Luminate Home Loans, Inc. · EIN 411941324 · Plan #002
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 656
- With balances
- 964
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 |
|---|---|---|
| Great Valley Advisor Group, Llc CRD 123913 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $51,792 |
| Great Valley Advisor Group | Investment advisory (plan) | $48,142 |
| Strategic Advisors | Investment advisory (plan) | $10,194 |