Alliance Laundry Systems Capital Appreciation Plan
Sponsored by Alliance Laundry Systems, Llc · EIN 391927923 · Plan #003
- Total assets
- $204M
- Net assets
- $204M
- Active participants
- 2,657
- With balances
- 3,408
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $67,908 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $58,125 |
| Fiducient Advisors Llc | Investment advisory (plan) | $37,500 |
| Cliftonlarsonallen Llp | Accounting | $13,662 |