AUMdb

Alternate Perspectives, Inc. 401(k) Plan & Trust

Sponsored by Alternate Perspectives, Inc. · EIN 201498294 · Plan #001

Total assets
$2.2M
Net assets
$2.2M
Active participants
33
With balances
83

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Red Oak Retirement Contract administrator $10,500