AUMdb

Allegheny Mineral Company Employee Profit Sharing Plan

Sponsored by Allegheny Mineral Company · EIN 251004140 · Plan #001

Total assets
$16.6M
Net assets
$16.6M
Active participants
137
With balances
188

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $27,725
National Financial Services Securities brokerage, Securities brokerage commissions $0