Allendale Association Retirement Savings Plan
Sponsored by The Allendale Association · EIN 362177140 · Plan #007
- Total assets
- $28.5M
- Net assets
- $28.5M
- Active participants
- 322
- With balances
- 451
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $106,521 |
| Morgan Stanley | Investment advisory (participants), Other fees | $0 |