Aligned Equity Partners, Llc Retirement Plan
Sponsored by Aligned Equity Partners, Llc · EIN 454737185 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 122
- With balances
- 209
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 |
|---|---|---|
| Benefit Plans Admin.Services, Inc. | Recordkeeping, Investment advisory (participants), Participant communication | $33,072 |
| Heartland Asset Mgmt And Trust | Consulting (pension), Investment management, Investment advisory (participants) | $25,149 |