Alphia, Inc. 401(k) Plan
Sponsored by Alphia, Inc. · EIN 930904319 · Plan #001
- Total assets
- $55.5M
- Net assets
- $55.5M
- Active participants
- 844
- With balances
- 1,105
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | 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 | $98,100 |
| Ubs Financial Services Inc | Investment advisory (plan) | $51,960 |
| Empower Advisory Group, Llc | Investment management | $19,288 |
| Qdro Consultants Company, Llc | Consulting (general) | $300 |