AUMdb

Alcora Corporation 401(k) Plan

Sponsored by Alcora Corporation · EIN 651111542 · Plan #001

Total assets
$11.7M
Net assets
$11.7M
Active participants
256
With balances
425

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
Newport Group Consulting, Llc CRD 140944 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Contract administrator, Recordkeeping, Participant loan processing $40,314
Newport Group Consulting, Llc Investment advisory (plan), Investment advisory (participants) $20,248