AUMdb

Alvaria, Inc. 401(k) Retirement Plan

Sponsored by Alvaria, Inc. · EIN 020364368 · Plan #001

Total assets
$140M
Net assets
$140M
Active participants
465
With balances
1,017

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 $118,800
Charles Schwab & Co, Inc. Shareholder servicing fees, Securities brokerage $151