The Alliance Of State Retail Associations 401(k) Plan & Trust
Sponsored by Retail Association Of Maine · EIN 010165117 · Plan #333
- Total assets
- $76.9M
- Net assets
- $76.8M
- Active participants
- 5,822
- With balances
- 1,827
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 |
|---|---|---|
| Atlas Fiduciary Services, Inc. CRD 321271 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $575,619 |
| Atlas Pension Administrators Inc | Recordkeeping | $96,117 |
| Atlas Fiduciary Services | Investment advisory (plan) | $74,249 |
| Sagepoint Financial Inc | Investment advisory (plan) | $47,915 |
| Cambridge Investment Research | Investment advisory (plan) | $22,952 |
| Transamerica Retirement Solutions | Recordkeeping, Float revenue, Participant loan processing | $22,209 |
| Transamerica Financial Life Ins Co. | Insurance agents and brokers, Float revenue, Insurance services | $9,913 |
| Cambridge Investment Research | Investment advisory (plan) | $6,123 |