Allergy And Ent Associates, Pllc 401(k) Plan And Trust
Sponsored by Allergy & Ent Associates, Pllc · EIN 742007863 · Plan #001
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 218
- With balances
- 324
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bok Financial Asset Mgmt Inc | Recordkeeping, Consulting (general), Investment advisory (plan) | $46,032 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Trustee (directed) | $7,390 |