AUMdb

Alsco 401(k) Savings Plan

Sponsored by Alsco Inc. · EIN 870252999 · Plan #002

Total assets
$346M
Net assets
$346M
Active participants
5,380
With balances
6,293

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $261,126
Strategic Advisors, Inc. Investment advisory (plan) $95,189