Aledade 401(k) Savings And Investment Plan
Sponsored by Aledade, Inc. · EIN 465417350 · Plan #001
- Total assets
- $98.5M
- Net assets
- $98.5M
- Active participants
- 1,574
- With balances
- 1,866
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $119,140 |
| Usi Advisors Inc | Investment management, Direct payment from the plan | $100,000 |