Avalon Health Care, Inc. 401(k) Plan
Sponsored by Avalon Health Care, Inc. · EIN 870462037 · Plan #001
- Total assets
- $29.5M
- Net assets
- $29.5M
- Active participants
- 1,996
- With balances
- 2,256
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investment Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $113,347 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $81,769 |
| Professional Capital Services, Llc | Contract administrator, Recordkeeping, Consulting (general) | $34,684 |