AUMdb

Alfasigma Usa, Inc. 401(k) Plan

Sponsored by Alfasigma Usa, Inc. · EIN 462124512 · Plan #001

Total assets
$28.2M
Net assets
$28.2M
Active participants
179
With balances
343

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
Forest Capital Management, Llc CRD 171659 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Forest Capital Management, Llc Investment advisory (plan) $60,225
Transamerica Retirement Solutions Recordkeeping, Float revenue, Recordkeeping fees $33,219
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $13,038
Leafhouse Financial Advisors Investment advisory (plan) $7,896
Empower Annuity Insurance Company O Recordkeeping fees $242
Transamerica Trust Company Trustee (institutional) $133