AUMdb

Command Alkon Incorporated 401(k) Profit Sharing Plan

Sponsored by Command Alkon Incorporated · EIN 202902185 · Plan #001

Total assets
$68.8M
Net assets
$68.8M
Active participants
394
With balances
500

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
Waverly Advisors, Llc CRD 115332 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Waverly Advisors Llc Investment advisory (plan) $71,172
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $33,559