Alliance Entertainment 401(k) Plan
Sponsored by Alliance Entertainment · EIN 550917836 · Plan #002
- Total assets
- $46.9M
- Net assets
- $46.9M
- Active participants
- 728
- With balances
- 972
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $9,819 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $46.9M | 728 | ack 20260601173027NAL0000110787001 |
| 01/01/2021 | $44.6M | 1,417 | ack 20250418194821NAL0001605747001 |
| 01/01/2020 | $35.4M | 1,240 | ack 20250418193908NAL0003428945001 |
| 01/01/2019 | $30.7M | 1,173 | ack 20250418193313NAL0004600432001 |
| 01/01/2018 | $26.1M | 988 | ack 20250418192747NAL0003100017001 |
| 01/01/2017 | $28.8M | 894 | ack 20250418192144NAL0001587827001 |