Alabama Agc 401(k) Multiple Employer Plan
Sponsored by Alabama Associated General Contractors, Inc. · EIN 636049915 · Plan #333
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 338
- With balances
- 188
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Participant loan processing, Investment management fees (indirect), Float revenue | $30,620 |
| Templeton & Company Llp | Accounting | $21,250 |
| Morgan Stanley Smith Barney | Investment advisory (plan) | $15,177 |
| National Professional Planning Grou | Plan administrator | $8,558 |
| Pinnacle Financial Services, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,331 |