Alliance For Audited Media Retirement Income Plan
Sponsored by Alliance For Audited Media · EIN 360756300 · Plan #001
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 1
- 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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Columbia Asset Management, L.L.C. CRD 124174 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services | Actuarial, Recordkeeping, Direct payment from the plan | $144,284 |
| Merrill Lynch Pierce Fenner & Smith | Investment management, Direct payment from the plan, Investment management fees (indirect) | $59,384 |
| Columbia Asset Management | Investment management, Direct payment from the plan | $38,603 |
| Bank Of America | Securities brokerage, Direct payment from the plan, Securities brokerage commissions | $11,895 |