Halo 401 K Profit Sharing Plan & Trust
Sponsored by Health And Life Organization Inc · EIN 020714551 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 207
- With balances
- 254
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Recordkeeping fees | $65,402 |
| Associated Pension Consultants | Contract administrator | $9,633 |
| Next Financial Group Inc | Other commissions | $0 |