Alliance Automation 401(k) Retirement Plan
Sponsored by Alliance Automation, Llc · EIN 753164446 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.2M
- Active participants
- 198
- With balances
- 209
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (discretionary), Participant loan processing | $33,599 |
| Advisor's Pride | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $19,746 |
| Lpl Financial Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $11,116 |