Allegiance Fundraising Llc 401(k) Retirement Savings Plan
Sponsored by Allegiance Fundraising Llc · EIN 823042218 · Plan #001
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 183
- With balances
- 199
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $9,588 |
| Empower Advisory Group, Llc | Investment management | $8,590 |
| Empower Annuity Insurance Company | Recordkeeping fees | $5,468 |
| Next Financial Group Inc | Other commissions | $0 |