AUMdb

K Health 401 K Plan

Sponsored by K Health Inc. · EIN 814173541 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
174
With balances
233

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Investment advisory (plan) $31,912
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $27,586
Strategic Advisors Llc Investment advisory (plan) $2,608