AUMdb

Volare Health Llc 401(k) Plan

Sponsored by Volare Health Llc · EIN 882124963 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
1,982
With balances
2,775

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

Service providers

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

Provider Services Direct comp
Pcs Retirement Llc Contract administrator, Recordkeeping, Consulting (general) $97,277
Soltis Investment Advisors, Llc Investment advisory (plan) $55,187