Allianz Asset Management Of America 401(k) Savings And Retirement Plan
Sponsored by Allianz Asset Management Of America Llc · EIN 990994535 · Plan #001
- Total assets
- $2.2B
- Net assets
- $2.2B
- Active participants
- 2,228
- With balances
- 4,907
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 |
|---|---|---|
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
| Signaturefd, Llc CRD 112758 | deterministic · 100% | 2024 |
| Evoke Wealth, Llc CRD 300856 | deterministic · 100% | 2024 |
| Mariner Platform Solutions, Llc CRD 305418 | deterministic · 100% | 2024 |
| Brown Brothers Harriman & Co. CRD 111231 | fuzzy_auto · 96% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 97% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $219,925 |
| Ep Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $36,715 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $29,864 |
| Signaturefd Llc | Investment advisory (participants), Direct payment from the plan | $23,286 |
| Evoke Wealth Llc | Investment advisory (participants), Direct payment from the plan | $15,685 |
| Mariner Platform Solutions Llc | Investment advisory (participants), Direct payment from the plan | $13,130 |
| Brown Brothers Harriman | Investment management, Direct payment from the plan | $10,793 |
| Private Ocean | Investment advisory (participants), Direct payment from the plan | $9,662 |
| Wealth Enhancement Advisory Se | Investment advisory (participants), Direct payment from the plan | $6,862 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $5,006 |