AUMdb

Lifemed Alaska, Llc 401(k) Profit Sharing Plan And Trust

Sponsored by Lifemed Alaska, Llc · EIN 262512960 · Plan #001

Total assets
$20.7M
Net assets
$20.7M
Active participants
152
With balances
254

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
Alera Investment Advisors, Llc CRD 287906 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alera Investment Advisors Llc Investment advisory (participants) $50,528
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $2,050