AUMdb

Alternate Solutions Healthcare System, Inc. 401(k)

Sponsored by Alternate Solutions Health Network, Llc · EIN 261643545 · Plan #001

Total assets
$47.6M
Net assets
$47.6M
Active participants
1,792
With balances
1,007

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Wellth Advisory Services, Llc CRD 330537 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other commissions, Recordkeeping fees, Other fees $66,216
Global Retirement Partners Investment advisory (plan), Direct payment from the plan $20,742
Cetera Financial Group Investment advisory (plan), Direct payment from the plan $17,994
Plante & Moran, Pllc. Accounting, Direct payment from the plan $16,500
Wellth Advisory Services Investment advisory (plan), Direct payment from the plan $12,500