AUMdb

Alvis, Inc. 401(k) Profit Sharing Plan

Sponsored by Alvis, Inc. · EIN 310743167 · Plan #002

Total assets
$6.2M
Net assets
$6.2M
Active participants
386
With balances
268

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
Stadion Money Management, Llc CRD 112608 deterministic · 100% 2024
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stadion Money Management Investment advisory (participants) $26,285
Lpl Financial Investment advisory (plan) $20,553
Lincoln National Corporation Contract administrator $17,418
Benefits Administrators, Llc Recordkeeping $11,376