Aljsco Management Llc. 401 K Profit Sharing Plan
Sponsored by Aljsco Management Llc. · EIN 823603886 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 513
- With balances
- 801
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 |
|---|---|---|
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $49,689 |
| Robert W. Baird & Co. | Investment advisory (plan), Direct payment from the plan | $30,806 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |