AUMdb

Alliance Solutions Group Llc Powered By Talentlaunch 401(k) Plan

Sponsored by Alliance Solutions Group Llc · EIN 454014987 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
841
With balances
161

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
Ancora Retirement Plan Advisors, Llc CRD 31256 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees $32,815
Ancora Retirement Plan Advisor Investment advisory (participants) $25,841