AUMdb

V. Alexander & Co., Inc. Savings Plan

Sponsored by V Alexander & Co., Inc. · EIN 620672816 · Plan #001

Total assets
$36.0M
Net assets
$36.0M
Active participants
196
With balances
248

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 $146,701
Regions Bank Investment advisory (plan), Other fees $0