Alation, Inc. Retirement Trust
Sponsored by Alation, Inc. · EIN 461989601 · Plan #001
- Total assets
- $34.7M
- Net assets
- $34.7M
- Active participants
- 279
- With balances
- 515
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 |
|---|---|---|
| Forusall Advisors, Llc CRD 167241 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forusall Advisors | Investment advisory (plan), Direct payment from the plan | $115,929 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $50,265 |
| Frank Rimerman & Co Llp. | Accounting, Direct payment from the plan | $13,650 |