Medical Home Alliance 401 K Plan
Sponsored by Medical Home Alliance, Llc · EIN 461640939 · Plan #002
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 450
- With balances
- 317
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $35,672 |
| Kesta Advisory Services, Llc | Investment advisory (plan), Consulting fees | $31,677 |