AUMdb

Alabama Grocers Association 401(k) Plan

Sponsored by Alabama Grocers Association · EIN 631025911 · Plan #333

Total assets
$4.6M
Net assets
$4.6M
Active participants
763
With balances
204

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 Financial Life Insurna Recordkeeping, Participant loan processing, Investment management fees (indirect) $37,898
Erisa Services Of Alabama, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $27,858
Merrill Lynch Life Agency, Inc. Investment advisory (plan) $19,287