Allen & Shariff Corporation Profit Sharing Plan
Sponsored by Allen & Shariff Corporation · EIN 521806514 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 86
- With balances
- 144
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Private Advisor Group Llc | Investment advisory (plan) | $23,487 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $5,750 |