Alice And Olivia, Llc 401(k) Plan
Sponsored by Alice And Olivia, Llc · EIN 010580869 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 332
- With balances
- 365
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $37,616 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other services | $4,875 |
| Alera Investment Advisors, Llc | Investment advisory (plan), Other fees | $0 |