Alberici Companies Retirement Plan
Sponsored by Alberici Corporation · EIN 431387500 · Plan #001
- Total assets
- $182M
- Net assets
- $182M
- Active participants
- 445
- With balances
- 574
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Group Inc. | Recordkeeping, Participant loan processing, Other fees | $65,794 |
| Vanguard Advisers Inc. | Investment advisory (participants), Direct payment from the plan | $14,404 |