Alacrity Solutions Group, Llc 401(k) Plan
Sponsored by Alacrity Solutions Group, Llc · EIN 363306934 · Plan #001
- Total assets
- $38.4M
- Net assets
- $38.4M
- Active participants
- 1,773
- With balances
- 1,028
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 |
|---|---|---|
| Lji Wealth Management, Llc CRD 145399 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lji Wealth Management, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $49,541 |
| Empower Annuity Insurance Co | Recordkeeping fees | $41,205 |
| American Pension Advisors, Ltd. | Claims processing, Contract administrator, Recordkeeping | $22,875 |
| Cbiz Benefits & Ins Services Inc | Claims processing, Contract administrator, Recordkeeping | $16,246 |