AUMdb

Savings And Profit Sharing Plan And Trust Agreement Of Alfa Mutual Insurance Company

Sponsored by Alfa Mutual Insurance Company · EIN 630262164 · Plan #002

Total assets
$272M
Net assets
$272M
Active participants
2,358
With balances
2,718

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $234,363
Sei Investments Co Investment advisory (plan), Other fees $106,445