Alma 401(k) Retirement Plan And Trust
Sponsored by Arlozorov9, Inc. · EIN 823454045 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 560
- With balances
- 368
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 |
|---|---|---|
| Burnham Gibson Wealth Advisors, Inc | Recordkeeping, Consulting (pension), Direct payment from the plan | $18,111 |
| Alera Investment Advisors, Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $15,721 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $3,828 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |