AUMdb

Alltech Beverage Division, Llc 401(k) Retirement Plan

Sponsored by Alltech Beverage Division, Llc · EIN 273279222 · Plan #001

Total assets
$6.9M
Net assets
$6.9M
Active participants
64
With balances
103

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 98% 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 $39,573
Capfinancial Partners Ll Investment advisory (plan), Direct payment from the plan $27,117
Marcum Benefit Group Investment management, Participant communication, Direct payment from the plan $16,749
Captrust Trustee (discretionary), Investment advisory (participants), Investment advisory (plan) $6,829
Principal Securities Inc Other services, Other commissions, Other fees $0