AUMdb

The Alexander Group, Inc. Profit Sharing 401(k) Plan

Sponsored by The Alexander Group, Inc. · EIN 133248641 · Plan #001

Total assets
$39.0M
Net assets
$39.0M
Active participants
208
With balances
239

Plan year beginning 03/01/2024 · 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
Lincoln National Life Insurance Co. Contract administrator $13,632
Newport Group, Inc. Other fees, Direct payment from the plan, Participant loan processing $9,993