L.A. Family Housing Retirement Plan
Sponsored by L.A. Family Housing Corp. · EIN 953920560 · Plan #002
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 527
- With balances
- 441
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Independent Financial Group, Llc CRD 7717 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $46,235 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Consulting fees | $19,475 |
| Independent Financial Group, Llc | Investment advisory (plan), Consulting fees | $9,727 |