Allergy Partners Management Llc Retirement Savings Plan
Sponsored by Allergy Partners, Pllc · EIN 561249571 · Plan #001
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 1,291
- With balances
- 1,070
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 95% | 2024 |
| Crawford Investment Counsel Inc CRD 110271 | fuzzy_auto · 98% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $107,965 |
| Mma Securities Llc | Investment advisory (plan), Direct payment from the plan | $27,742 |
| Onedigital Investments | Investment advisory (plan), Direct payment from the plan | $17,000 |
| Crawford Investment Counsel In | Investment advisory (participants), Direct payment from the plan | $8,995 |
| Wealth Care Capital | Investment advisory (plan), Direct payment from the plan | $8,287 |