AUMdb

Alert 360 401(k) Retirement Plan

Sponsored by Alert 360 Opco, Inc. · EIN 853194806 · Plan #001

Total assets
$27.9M
Net assets
$27.8M
Active participants
1,011
With balances
526

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $23,007