The Gi Alliance Management 401 K Savings Plan
Sponsored by The Gi Alliance Management, Llc · EIN 832074098 · Plan #001 · Dallas, TX
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 7,060
- With balances
- 8,162
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 |
|---|---|---|
| Faircourt Partners, Llc CRD 295508 | deterministic · 100% | 2024 |
| Valeo Financial Advisors, Llc CRD 127132 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Faircourt Partners Llc | Investment advisory (plan) | $572,814 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $419,384 |
| Valeofinancialadvisors | Investment advisory (participants), Investment management | $13,781 |