AUMdb

Alter 401(k) Retirement Plan

Sponsored by Alter Companies, Inc. · EIN 481291659 · Plan #002

Total assets
$131M
Net assets
$131M
Active participants
1,381
With balances
1,569

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Onedigital Investment Advisors Llc CRD 106766 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $147,462
Onedigital Investment Ad Investment advisory (plan), Direct payment from the plan $88,855