ALEGRIA ASSET MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
6
Active participants
1,874
Total plan assets
$93.1M
Filings (rows)
6
Direct comp
$45K
Indirect comp
$33K
SERVICES PROVIDED
TPA / Administrator5
Advisor / Consultant1
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN | YAKIMA, WA | TPA / Administrator CONTRACT ADMINISTRATOR | 245 | $34.3M | $1K |
| PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN | YAKIMA, WA | TPA / Administrator CONTRACT ADMINISTRATOR | 207 | $29.7M | $2K |
| YAKIMA CHIEF HOPS, INC YAKIMA CHIEF HOPS 401(K) RETIREMENT PLAN | YAKIMA, WA | TPA / Administrator CONTRACT ADMIN | 232 | $15.5M | $2K |
| LEGACY FRUIT, LLC LEGACY FRUIT, LLC 401(K) PLAN AND TRUST | WAPATO, WA | TPA / Administrator CONTRACT ADMIN | 477 | $8.8M | $26K |
| GILBERT ORCHARDS, INC GILBERT ORCHARDS INC 401(K) PLAN | YAKIMA, WA | TPA / Administrator CONTRACT ADMIN | 489 | $3.3M | $14K |
| YAKIMA FRUIT & COLD STORAGE INC YAKIMA FRUIT & COLD STORAGE CO. 401(K) | WAPATO, WA | Advisor / Consultant INVESTMENT ADVISORY | 224 | $1.5M | $0 |