AUMdb

Albuquerque Asphalt, Inc.

Sponsored by Albuquerque Asphalt, Inc. · EIN 850285175 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
184
With balances
168

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
First Heartland Consultants, Inc. CRD 110377 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
First Heartland Consultants, Inc Investment advisory (plan), Direct payment from the plan $31,955
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $18,491
Pension Planning Consultants Inc Contract administrator, Other services, Direct payment from the plan $5,475
Wilshire Associates Incorporated Investment advisory (plan), Other investment fees and expenses $0

Filing history

Plan year Assets Participants Source
01/01/2024 $7.4M 184 ack 20251008114328NAL0009682224001
01/01/2021 $4.8M 124 ack 20251008114446NAL0013630434001