AUMdb

Alphatec Spine, Inc. 401(k) Plan

Sponsored by Alphatec Spine, Inc. · EIN 330412288 · Plan #001

Total assets
$58.6M
Net assets
$58.6M
Active participants
707
With balances
920

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
Merril Lynch Pierce Fenner & Smith Consulting (pension), Investment advisory (plan), Direct payment from the plan $43,104
Merrill Lynch Investment advisory (participants) $25,998
John Hancock Life Insurance Recordkeeping, Investment management, Sub-transfer agency fees $432
John Hancock Life Insurance Recordkeeping, Investment management, Sub-transfer agency fees $432
John Hancock Life Insurance Recordkeeping, Investment management, Sub-transfer agency fees $432
John Hancock Life Insurance Recordkeeping, Investment management, Sub-transfer agency fees $432
San Diego Pension Consultants Consulting (pension), Participant loan processing, Consulting fees $0