AUMdb

Alternative Services, Inc. 403(b) Plan

Sponsored by Alternative Services, Inc. · EIN 382225929 · Plan #002

Total assets
$5.9M
Net assets
$5.9M
Active participants
333
With balances
235

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sentinel Benefits Group, Inc. Recordkeeping, Direct payment from the plan $29,226
Sentinel Pension Advisors Investment advisory (plan), Investment management fees (direct) $14,520