AUMdb

Horizon Health Care, Inc. Retirement And Investment 401(k) Plan

Sponsored by Horizon Health Care, Inc. · EIN 460341255 · Plan #002

Total assets
$19.1M
Net assets
$19.1M
Active participants
311
With balances
415

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Stifel, Nicolaus & Co, Inc. Investment advisory (participants) $45,169
John Hancock Life Insurance Company Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees $5,170