AUMdb

H.R. Options, Inc. 401(k) Plan

Sponsored by H.R. Options, Inc. · EIN 943088173 · Plan #001

Total assets
$8.2M
Net assets
$8.2M
Active participants
369
With balances
114

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Onedigital Investment Advisors Llc Investment advisory (plan) $15,484
Resources Investment Advisors, Llc Investment management $1,481
Empower Annuity Insurance Company O Recordkeeping fees $0