AUMdb

Ally Financial Inc. Retirement Savings Plan

Sponsored by Ally Financial Inc. · EIN 380572512 · Plan #001

Total assets
$2.9B
Net assets
$2.9B
Active participants
10,634
With balances
15,056

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
Callan Llc CRD 107687 deterministic · 100% 2024
Invesco Advisers, Inc. CRD 105360 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Callan Consulting (pension), Investment management, Direct payment from the plan $335,000
State Street Bank & Trust Company Trustee (directed), Investment management, Direct payment from the plan $246,510
Invesco Advisers, Inc. Investment management, Direct payment from the plan, Investment management fees (direct) $236,948
Deloitte & Touche Accounting, Direct payment from the plan $56,090
Deloitte Tax Llp Accounting, Direct payment from the plan $5,035