Western Alliance Bancorporation 401(k) Plan
Sponsored by Western Alliance Bancorporation · EIN 880365922 · Plan #001
- Total assets
- $444M
- Net assets
- $444M
- Active participants
- 3,560
- With balances
- 4,221
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 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $235,973 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $37,132 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $7,197 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $4,174 |