AUMdb

Alliance Group Services, Llc 401(k) Plan

Sponsored by Alliance Group Services, Llc · EIN 272004691 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2025 · 401(k)

Linked investment advisers

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

Firm Match Plan year
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2025

Service providers

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

Provider Services Direct comp
Standard Financial Group Claims processing, Recordkeeping, Custodial (other) $14,734
World Investment Advisors Investment advisory (plan) $5,521

Filing history

Plan year Assets Participants Source
01/01/2025 $0 0 ack 20251015084215NAL0005700352001
01/01/2024 $13.1M 226 ack 20251015083437NAL0005689952001