Alliance Residential Realty 401(k) Plan
Sponsored by Alliance Residential Realty Llc · EIN 844560797 · Plan #001
- Total assets
- $91.9M
- Net assets
- $91.9M
- Active participants
- 417
- With balances
- 1,484
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $165,274 |
| Merrill Lynch, Pierce, Fenner & Smi | Consulting (general), Insurance brokerage commissions | $87,442 |
| Evers Robinson Ltd | Accounting, Direct payment from the plan | $12,500 |