Alside Retirement Plan
Sponsored by Associated Materials, Llc · EIN 751872487 · Plan #016
- Total assets
- $40.8M
- Net assets
- $40.8M
- Active participants
- 79
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $98,211 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $50,325 |
| Sun Life Capital Management (U.S.) | Investment advisory (plan), Direct payment from the plan | $43,268 |
| Grant Thornton, Llp | Accounting, Direct payment from the plan | $25,875 |
| Aon Consulting, Inc. | Actuarial, Direct payment from the plan | $21,902 |