Alivia Care, Inc. 403(b) Retirement Plan
Sponsored by Alivia Care, Inc. · EIN 844695341 · Plan #001
- Total assets
- $47.1M
- Net assets
- $47.1M
- Active participants
- 1,155
- With balances
- 1,238
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Anderson Financial Partners, Inc. CRD 126641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $144,926 |
| Anderson Financial Partners, Inc. | Investment management, Direct payment from the plan | $20,000 |
| Forvis | Accounting, Direct payment from the plan | $18,743 |