Alphastaff Retirement Savings Plan
Sponsored by Alphastaff Group, Inc. · EIN 650314170 · Plan #333
- Total assets
- $252M
- Net assets
- $252M
- Active participants
- 7,291
- With balances
- 4,712
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $1,015,525 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $129,045 |
| Alphastaff Group, Inc. | Claims processing, Recordkeeping, Participant loan processing | $116,424 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Securities brokerage | $72,018 |
| Fisher Phillips | Legal, Direct payment from the plan | $11,440 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $252M | 7,291 | ack 20251013122300NAL0001297265001 |
| 01/01/2021 | $183M | 6,541 | ack 20250114154154NAL0040671906001 |