AUMdb

American Society For Quality Retirement Savings Plan

Sponsored by American Society For Quality Inc. · EIN 390912502 · Plan #004

Total assets
$26.9M
Net assets
$26.9M
Active participants
132
With balances
205

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Alpha Investment Consulting Group, Llc CRD 139721 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alpha Investment Consulting Group Investment advisory (plan) $24,712
Fidelity Investment Consulting Grou Participant loan processing, Recordkeeping fees, Account maintenance fees -$2,078