Alliance For A Healthier Generation 401(k) Plan
Sponsored by Alliance For A Healthier Generation · EIN 272028308 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 59
- With balances
- 133
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (participants), Investment advisory (plan), Securities brokerage | $24,253 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $1,352 |