Olathe Health System, Inc. Tsa Retirement Plan
Sponsored by Olathe Health System, Inc. · EIN 480979845 · Plan #002
- Total assets
- $114K
- Net assets
- $114K
- Active participants
- 1
- With balances
- 2
Plan year beginning 01/01/2024 · Automatic enrollment, Participant-directed brokerage accounts, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forvis, Llp (Used To Be Bkd) | Accounting | $34,847 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $30,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$22,198 |