Ams Iii 401(k) Plan
Sponsored by Alpine Management Services Iii Llc · EIN 270368581 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 184
- With balances
- 139
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (participants) | $36,089 |
| Paychex, Inc. | Recordkeeping | $15,657 |