Alchemer 401(k) Plan
Sponsored by Alchemer Llc · EIN 205463887 · Plan #001
- Total assets
- $17.1M
- Net assets
- $17.1M
- Active participants
- 176
- With balances
- 293
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
| Capital Group Private Client Services, Inc. CRD 312837 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $22,199 |
| Digital Retirement Solutions, Inc. | Claims processing, Recordkeeping, Participant communication | $0 |
| Capital Group Retirement Plan Svcs | Claims processing, Recordkeeping, Custodial (other) | $0 |