Ali Group Retirement Plan
Sponsored by Ali Group North America Corporation · EIN 571149631 · Plan #004
- Total assets
- $479M
- Net assets
- $479M
- Active participants
- 4,141
- With balances
- 5,084
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 |
|---|---|---|
| Capital Strategies Group, Llc CRD 140120 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $445,958 |
| Capital Strategies Investment Group | Investment advisory (plan) | $75,000 |
| Charles Schwab Trust Bank | Accounting | $37,451 |
| Kronick Kalada Berdy & Co | Accounting | $19,273 |
| Qdro Consultants Company, Llc | Other fees, Consulting (general), Direct payment from the plan | $600 |