AUMdb

Allan Bros, Inc. 401(k) Plan And Trust

Sponsored by Allan Bros, Inc. · EIN 910754316 · Plan #001

Total assets
$22.3M
Net assets
$22.3M
Active participants
765
With balances
966

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
Rbc Recordkeeping, Trustee (institutional), Other services $51,993
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $27,649
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0