Alliance Water Resources, Inc. Profit Sharing/401(k) Plan
Sponsored by Alliance Water Resources, Inc. · EIN 431082819 · Plan #001
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 320
- With balances
- 391
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping, Participant loan processing, Direct payment from the plan | $37,779 |
| Sageview Advisory Group Llc | Investment advisory (plan), Direct payment from the plan | $27,000 |