Alliance Beverage Distributing Llc Employees Retirement Plan
Sponsored by Alliance Beverage Distributing Llc · EIN 462038111 · Plan #001
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 423
- With balances
- 549
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan) | $38,746 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $34,302 |
| Leafhouse Financial Advisors | Investment advisory (plan) | $15,273 |
| Crowe Llp | Accounting | $14,000 |
| The W.L. Burmeister Company | Recordkeeping, Participant loan processing, Recordkeeping fees | $13,420 |