AUMdb

Home Leasing, Llc 401(k) Savings Plan

Sponsored by Home Leasing, Llc · EIN 743109665 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
204
With balances
229

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $28,973
Wilmington Trust National Assoc Investment advisory (plan) $28,898
Insero & Co Accounting $14,700