AUMdb

Alliance Rv 401(k) And Profit Sharing Plan

Sponsored by Alliance Rv, Llc · EIN 834140477 · Plan #001

Total assets
$5.5M
Net assets
$5.5M
Active participants
564
With balances
743

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $13,814
Empower Annuity Insurance Company Recordkeeping fees $11,662
Stifel, Nicolaus & Company, Inc. Investment advisory (plan) $10,150
Nova 401(k) Associates Lp Recordkeeping, Participant loan processing, Recordkeeping fees $5,225