AUMdb

Open Door Health Services, Inc. 401(k) Plan & Trust

Sponsored by Open Door Health Services, Inc. · EIN 352018494 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
205
With balances
206

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Nationwide Contract administrator, Recordkeeping, Custodial (securities) $24,004
Raymond James & Associates Inc Investment advisory (plan), Securities brokerage $18,996
American Pension Advisors, Ltd. Other services $4,665