Alliance Castings Company, Llc 401(k) Savings & Retirement Plan
Sponsored by Alliance Castings Company, Llc · EIN 200254788 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 3
- With balances
- 115
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (plan), Investment management fees (direct) | $9,075 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $7,341 |