Fortis Health Retirement Plan
Sponsored by Ehh Holdco, Inc. · EIN 854309367 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 123
- With balances
- 187
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 |
|---|---|---|
| Lji Wealth Management, Llc CRD 145399 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lji Wealth Management, Llc | Investment advisory (plan), Investment management, Other services | $21,184 |
| Erisa Smart | Named fiduciary, Direct payment from the plan | $5,297 |