AUMdb

Health One Alliance, Llc Employees Savings Trust

Sponsored by Health One Alliance, Llc · EIN 582164837 · Plan #001

Total assets
$14.2M
Net assets
$14.2M
Active participants
263
With balances
292

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $7,217
Empower Annuity Insurance Company O Recordkeeping fees $3,962