How big is H3O Advisors Inc.'s plan?

H3O Advisors Inc.'s plan reported $59K in assets and 1 participants for 2024.

Original filing (PDF)20250731050839NAL0012214450001

H3O Advisors Inc.

Name: H3O Advisors Inc. — Form 5500 (2024)
Creator: H3O Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

H3O Advisors Inc.

401(k) retirement plan · H3O Advisors Inc. held $59K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

People on this filing

Nick SEN signed H3O Advisors Inc.'s 2024 Form 5500 as plan administrator.

Nick SEN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

H3O Advisors Inc.'s EIN is 46-3742849.

EIN 46-3742849

Plan number 001

Plan year 2024

ACK ID 20250731050839NAL0012214450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for H3O Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

H3O Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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