AUMdb

Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan

Sponsored by Alliant Insurance Services, Inc. · EIN 330785439 · Plan #002

Total assets
$987M
Net assets
$987M
Active participants
7,715
With balances
8,517

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $558,693
National Financial Services Securities brokerage, Securities brokerage commissions $0