Alonti 401(k) Plan
Sponsored by Pepi Corporation · EIN 742070055 · Plan #002
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 214
- With balances
- 148
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Legacy Wealth Management Inc CRD 108619 | fuzzy_auto · 95% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Weinstein Spira & Company, P.C. | Accounting | $17,000 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $8,313 |
| Legacy Asset Management Inc | Investment advisory (plan) | $5,124 |
| Loren D. Stark Company | Contract administrator | $4,105 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $1,507 |
| Empower Advisory Group, Llc | Investment management | $531 |