AUMdb

H2 Health 401(k) Plan

Sponsored by H2 Holdco, Inc. Dba H2 Health · EIN 843226050 · Plan #001

Total assets
$19.1M
Net assets
$19.1M
Active participants
3,020
With balances
1,106

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $15,323
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $4,060