Allen, Allen, Allen & Allen Retirement Savings Plan
Sponsored by Allen, Allen, Allen & Allen Corporation · EIN 540852062 · Plan #001
- Total assets
- $60.6M
- Net assets
- $60.6M
- Active participants
- 173
- With balances
- 249
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $6,731 |
| Lpl Financial Rp | Investment advisory (plan) | $6,600 |
| Chase Benefit Advisors | Contract administrator | $0 |