Hso 401(k) Plan
Sponsored by Aka Enterprise Solutions, Inc. · EIN 133507800 · Plan #001
- Total assets
- $40.4M
- Net assets
- $40.4M
- Active participants
- 344
- With balances
- 307
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $121,871 |
| Orenda Retirement, Llc | Contract administrator, Direct payment from the plan, Other services | $7,352 |
| Side By Side Financials Inc. | Contract administrator, Other fees | $0 |
| Ameriprise Financial Svc Inc 205 | Other services, Other commissions | $0 |
| Ameriprise Financial Services Inc | Other services, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |