America's Preferred Home Warranty, Inc. 401(k) Plan
Sponsored by America's Preferred Home Warranty, Inc. · EIN 383555417 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 239
- With balances
- 204
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $24,603 |
| Osaic Wealth Inc | Investment advisory (plan) | $15,777 |