AUMdb

Alliance Defending Freedom 401(k) Profit Sharing Plan

Sponsored by Alliance Defending Freedom · EIN 541660459 · Plan #001

Total assets
$31.1M
Net assets
$31.1M
Active participants
383
With balances
369

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
Rpa Financial, Llc CRD 294105 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rpa Financial, Llc Investment advisory (plan), Direct payment from the plan $34,984
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $13,719