Alexandria Real Estate Equities, Inc. 401(k) Profit Sharing Plan
Sponsored by Alexandria Real Estate Equities, Inc. · EIN 954502084 · Plan #001
- Total assets
- $208M
- Net assets
- $208M
- Active participants
- 537
- With balances
- 713
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Holthouse Carlin & Van Trigt Llp | Accounting | $14,000 |
| Futureplan By Ascensus | Consulting (general) | $12,377 |
| Feemetri(k)s, Llc Dba Fiduciary | Consulting (general) | $7,500 |
| Groom Law Grip Chartered | Legal | $6,270 |
| Triad Advisors Llc | Investment advisory (plan) | $0 |
| Osaic Wealth Inc | Investment advisory (plan) | $0 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$187,026 |