What public Form 5500 filings show about the ROI Healthcare Solutions 401(k) plan — and how to find and check your own account.
ROI Healthcare Solutions (EIN 58-2519597) reports ROIHS 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $5.0M in plan assets across 95 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ROI Healthcare Solutions filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is UNITED OF OMAHA, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ROI Healthcare Solutions 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADVISED ASSETS GROUP, GLOBAL RETIREMENT PARTNERS, EMPOWER ANNUITY INSURANCE O.
