Open Health 401 K Retirement Plan.
Sponsored by Peloton Advantage Llc · EIN 202515715 · Plan #001
- Total assets
- $54.2M
- Net assets
- $54.2M
- Active participants
- 485
- With balances
- 636
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 |
|---|---|---|
| Contrary Investment Advisors, Llc CRD 154958 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $59,154 |
| Contrary Investment Advisors Llc | Investment advisory (plan) | $30,505 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,305 |