Alliance Partners 401(k) Plan
Sponsored by Ncp Management Holdings, Inc. · EIN 202154231 · Plan #002
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 159
- With balances
- 124
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Waverly Advisors, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $52,655 |