The Employees Of Alto Shaam Retirement Plan
Sponsored by Alto Shaam, Inc. · EIN 391020882 · Plan #001 · Menomonee Falls, WI
- Total assets
- $48.1M
- Net assets
- $47.9M
- Active participants
- 490
- With balances
- 655
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Mandmarblestone Group Llc | Contract administrator | $51,060 |
| Grove Point Advisors Llc | Investment advisory (plan) | $47,842 |
| Roland Criss Fiduciary Services | Accounting, Direct payment from the plan | $20,984 |
| Empower Annuity Insurance Co | Recordkeeping fees | $20,897 |
| Minnesota Life Insurance Company | Contract administrator, Recordkeeping, Investment management | $8,514 |
| Empower Advisory Group, Llc | Investment management | $3,146 |