AUMdb

Telvista, Inc. 401(k) Savings Plan

Sponsored by Telvista, Inc. · EIN 752940720 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
306
With balances
356

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
Alpha Capital Management Group Llc CRD 283624 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $7,740
Alpha Capital Management Group Investment advisory (plan) $7,057