AUMdb

Alexander Family Dealerships 401(k) Profit Sharing Plan

Sponsored by Blaise Alexander Management, Inc. · EIN 271575032 · Plan #001

Total assets
$29.7M
Net assets
$29.7M
Active participants
741
With balances
652

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Assetmark Contract administrator, Plan administrator, Recordkeeping $235,094
Epic Retirement Plan Services Contract administrator, Recordkeeping $166,801