AUMdb

Hope Hospice 403(b) Tax Deferred Annuity Plan

Sponsored by Hope Hospice · EIN 742314580 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
150
With balances
156

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pensionmark Financial Group Llc Investment advisory (plan) $20,829
Empower Annuity Insurance Company O Recordkeeping fees $7,612
Empower Advisory Group, Llc Investment management $3,960