Alixpartners, Llp Cash Balance Plan
Sponsored by Alixpartners, Llp · EIN 383637158 · Plan #004
- Total assets
- $73.3M
- Net assets
- $73.3M
- Active participants
- 185
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | fuzzy_auto · 93% | 2024 |
| Bellwether Consulting Llc CRD 111188 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard | Recordkeeping, Investment management | $99,587 |
| Plante & Moran Pllc | Accounting | $22,500 |
| Bellwether Consulting Llc | Investment management | $19,899 |