AUMdb

Aldercrest Development Corp. 401(k) P/S Plan

Sponsored by Aldercrest Development Corp. · EIN 221773842 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
275
With balances
173

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
Jp Morgan Securities Llc Investment advisory (plan) $21,946
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $1,750