Health Insurance Associates 401(k) Plan
Sponsored by Health Insurance Associates Llc · EIN 364816928 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 989
- With balances
- 339
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 |
|---|---|---|
| Accurate Wealth Management, Llc CRD 298137 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $54,471 |
| Accurate Wealth Management Llc | Investment advisory (plan) | $9,837 |