Hostmark/Raintree 401(k) Plan
Sponsored by S. Raintree Enterprises, Inc. · EIN 363914422 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 6
- With balances
- 155
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 96% | 2024 |
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mesirow Financial Investment | Investment advisory (plan) | $43,347 |
| Creative Planning Holdco Llc | Investment advisory (plan) | $18,690 |
| Blue Chip Retirement Plans, Inc. | Contract administrator, Investment advisory (plan) | $16,440 |
| Empower Annuity Insurance Company | Recordkeeping fees | $9,055 |