AUMdb

One Home Health 401(k) Plan

Sponsored by One Home Health Agency · EIN 271314450 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
134
With balances
310

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
Prospera Financial Services, Inc. CRD 10740 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Prospera Financial Services Investment advisory (plan), Direct payment from the plan $10,829
Ascensus Llc Other commissions, Recordkeeping fees, Participant loan processing $3,963