Align Technology, Inc. 401(k) Profit Sharing Plan
Sponsored by Align Technology, Inc. · EIN 943267295 · Plan #001
- Total assets
- $412M
- Net assets
- $412M
- Active participants
- 1,988
- With balances
- 2,788
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $209,426 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $103,097 |
| Sageview Advisory Group | Investment advisory (plan) | $55,464 |
| Moss Adams | Accounting | $45,590 |