AUMdb

Allbridge 401(k) Profit Sharing

Sponsored by Allbridge · EIN 201526712 · Plan #001

Total assets
$13.4M
Net assets
$13.4M
Active participants
168
With balances
257

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
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $22,064
Wealth Advisory Group, Inc Recordkeeping, Trustee (institutional), Other services $18,182