Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
ProfitSharing
Mixed - GUARDIAN
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALACRIANT, INC. 401(K) PLAN | 401k | $3.9M | 138 | 2024 | |
| 004 | ALACRIANT INC. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $812K | 45 | 2024 | |
| 005 | ALACRIANT INC. PROFIT-SHARING PLAN AND TRUST | ProfitSharing | $465K | 47 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALACRIANT INC. HEALTH AND WELFARE PLAN | Mixed | GUARDIAN | $82K | 114 | 2024 |