The Alerislife Retirement Plan
Sponsored by Alerislife, Inc. · EIN 043516029 · Plan #001
- Total assets
- $128M
- Net assets
- $128M
- Active participants
- 8,551
- With balances
- 5,874
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $364,057 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $98,604 |
| Sageview Advisory Group, Llc | Investment management | $82,450 |
| Cbiz Cpas P.C. | Accounting | $28,840 |