Alliance Technical Group, Llc 401(k) Plan
Sponsored by Alliance Technical Group, Llc · EIN 271569242 · Plan #001
- Total assets
- $43.6M
- Net assets
- $43.6M
- Active participants
- 1,799
- With balances
- 1,788
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $87,251 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $59,848 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants), Other commissions | $17,551 |
| Empower Advisory Group, Llc | Investment management | $15,127 |