AUMdb

Alternative Behavior Strategies Retirement Plan

Sponsored by Alternative Behavior Strategies, Llc · EIN 275073382 · Plan #001

Total assets
$20.3M
Net assets
$20.3M
Active participants
2,723
With balances
802

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $86,378
Onedigital Investment Advisors Investment advisory (plan), Direct payment from the plan $24,161
Fintegrity Group Pc Consulting (general), Other fees $0