Atrio Health Plans, Inc. Employee Savings Plan
Sponsored by Atrio Health Plans, Inc. · EIN 432071108 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 108
- With balances
- 182
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 |
|---|---|---|
| Roehl & Yi Investment Advisors, Llc CRD 109258 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Roehl & Yi Investment Advisors | Investment advisory (participants) | $27,125 |
| John Hancock Life Insurance Co Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $2,859 |