Alta Forest Products 401(k) Retirement Plan
Sponsored by Alta Forest Products, Llc · EIN 465432568 · Plan #001
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 493
- With balances
- 486
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 |
|---|---|---|
| Provenance Wealth Advisors, Llc CRD 126529 | deterministic · 100% | 2024 |
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps | Contract administrator, Recordkeeping, Consulting (general) | $48,025 |
| Provenance Wealth Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $32,735 |
| Matrix Trust Company | Custodial (securities), Direct payment from the plan, Float revenue | $12,160 |
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $10,517 |