AUMdb

Aldridge Pite 401(k) Plan

Sponsored by Aldridge Pite, Llp · EIN 271372364 · Plan #001

Total assets
$26.1M
Net assets
$26.0M
Active participants
510
With balances
371

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
Northwestern Mutual Wealth Mgmt Investment advisory (plan) $63,382
Empower Annuity Insurance Co Recordkeeping fees $59,866
Erisa Services, Inc Contract administrator $3,600