The Alliance Retirement Plan
Sponsored by The Alliance, Inc. · EIN 410963427 · Plan #001
- Total assets
- $77.1M
- Net assets
- $77.1M
- Active participants
- 134
- With balances
- 172
Plan year beginning 06/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $82,857 |
| Empower Advisory Group, Llc | Investment management | $15,435 |
| Cliftonlarsonallen Llp | Accounting | $15,225 |