Unio Health Partners, Llc Employees' 401(k) Profit Sharing Plan
Sponsored by Unio Health Partners, Llc · EIN 274201304 · Plan #001
- Total assets
- $59.0M
- Net assets
- $59.0M
- Active participants
- 696
- With balances
- 796
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 |
|---|---|---|
| Prosperitas Financial, Llc CRD 315768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $38,662 |
| Prosperitas Financial Llc | Investment advisory (participants), Direct payment from the plan | $8,446 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $933 |