Aldridge Group, Llc 401(k) Retirement Plan
Sponsored by Aldridge Group, Llc · EIN 464566651 · Plan #001
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 532
- With balances
- 625
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $106,586 |
| Rbc Capital Markets Llc | Investment advisory (plan) | $77,147 |
| The Vanderbloemen Group Llc | Other fees | $23,900 |
| Administrative Fiduciary Services I | Other fees | $8,852 |