Original filing (PDF)20250731050839NAL0012214450001

H3O ADVISORS INC

Name: H3O ADVISORS INC — Form 5500 (2024)
Creator: H3O ADVISORS INC

Form 5500-SF

FILING_RECEIVED

H3O ADVISORS INC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for H3O ADVISORS INC.

Plan sponsor

Name

H3O ADVISORS INC

EIN

46-3742849all filings

Address

170 EAST END AVE STE 5A · NEW YORK, NY · 10128

Phone

(908) 546-7471

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

GIBBS FINANCIAL GROUP, LLC

GIBBS FINANCIAL GROUP PROFIT SHARING PLAN

$59K · 10 participants

BMS FINANCIAL ADVISORS

BMS FINANCIAL ADVISORS 401(K) PLAN

$59K · 7 participants

KOSMICKI INVESTMENT SERVICES, LLC

KOSMICKI INVESTMENT SERVICES, LLC 401K PLAN

$59K · 4 participants

CONVERGE MANAGEMENT COMPANY, LP

CONVERGE MANAGEMENT COMPANY, LP 401(K) PLAN

$59K · 4 participants

DEEP RIVER, LLC

DEEP RIVER, LLC 401(K) PLAN

$59K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.