AUMdb

Alphadyne Asset Management Lp Incentive Savings Trust

Sponsored by Alphadyne Asset Management Lp · EIN 571220818 · Plan #001

Total assets
$40.7M
Net assets
$40.7M
Active participants
105
With balances
146

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $43,541
Pensionmark Financial Group, Llc Investment advisory (plan) $25,000