Axley Brynelson, Llp 401(k) Savings & Profit Sharing Plan
Sponsored by Axley Brynelson, Llp · EIN 390804160 · Plan #002
- Total assets
- $92.0M
- Net assets
- $92.0M
- Active participants
- 114
- With balances
- 151
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 |
|---|---|---|
| Alpha Investment Consulting Group, Llc CRD 139721 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant communication | $52,251 |
| Alpha Investment Consulting Group | Investment advisory (plan), Investment management fees (direct) | $20,625 |
| Cliftonlarsonallen Llp | Accounting | $10,042 |