AUMdb

Alpha Consulting Llc 401 K Profit Sharing Plan & Trust

Sponsored by Alpha Consulting Llc · EIN 223312656 · Plan #001

Total assets
$10.9M
Net assets
$10.9M
Active participants
91
With balances
291

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $67,165
Resources Investment Advisors, Inc. Recordkeeping, Trustee (institutional), Other services $14,040
John Hancock Recordkeeping, Trustee (institutional), Other services $5,726