AUMdb

H1 401(k) Plan

Sponsored by H1 Insights, Inc. · EIN 842699829 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
123
With balances
126

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
Human Interest Advisors Llc CRD 269875 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Human Interest Advisor Llc Contract administrator, Investment advisory (plan), Investment management fees (direct) $16,739