A&B Individual Deferred Compensation And Profit Sharing Plan For Salaried Non Bargaining Employees
Sponsored by Alexander & Baldwin, Llc, Series T · EIN 814753934 · Plan #001
- Total assets
- $64.7M
- Net assets
- $64.7M
- Active participants
- 103
- With balances
- 244
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $52,583 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $39,774 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,683 |