Alliance Executive Search, Llc 401(k) Profit Sharing Plan
Sponsored by Alliance Executive Search, Llc · EIN 454574229 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 159
- With balances
- 191
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 |
|---|---|---|
| Curio Wealth, Llc CRD 328178 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Curio Wealth, Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $31,715 |
| Retirement Plan Consultants Llc | Recordkeeping, Recordkeeping fees | $21,587 |