Aligned Equity Holdings 401(k) Plan
Sponsored by Bip Aligned Equity Holdings Llc · EIN 871559419 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 383
- With balances
- 367
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
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 | $59,783 |
| Morningstar Investment Management | Contract administrator, Investment advisory (plan), Other services | $23,059 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |