AUMdb

Align Communications, Inc. Profit Sharing Plan & Trust

Sponsored by Align Communications, Inc. · EIN 133649393 · Plan #001

Total assets
$23.8M
Net assets
$23.8M
Active participants
173
With balances
254

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
Cetera Investment Advisers Llc Recordkeeping, Consulting (pension), Direct payment from the plan $55,615
Align Communications, Inc. Recordkeeping, Consulting (pension), Direct payment from the plan $14,250
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,745
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Other services $0