AUMdb

Alphausa Holdings 401(k) Retirement Plan

Sponsored by Alphausa Holdings Inc. · EIN 352622801 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
238
With balances
261

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $63,384
Cambridge Investment Research Investment advisory (plan) $12,425