Alumni Ventures 401(k) Plan
Sponsored by Alumni Ventures Group, Llc · EIN 463009852 · Plan #002
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 117
- With balances
- 191
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 |
|---|---|---|
| The Waterford Group Llc | Investment advisory (plan) | $12,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $10,075 |