Alliance Sales & Marketing 401(k) Plan
Sponsored by Alliance Sales & Marketing/Nc, Inc. · EIN 201308507 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 314
- With balances
- 424
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 |
|---|---|---|
| Fairview Financial Llc CRD 122287 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fairview Financial Llc | Investment advisory (plan), Direct payment from the plan | $65,256 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $43,304 |