Allegiance Crane & Equipment, Llc 401(k) Plan
Sponsored by Allegiance Crane & Equipment, Llc · EIN 273373689 · Plan #001
- Total assets
- $19.3M
- Net assets
- $19.3M
- Active participants
- 442
- With balances
- 280
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services In | Investment advisory (plan) | $31,911 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $31,552 |
| Nova 401(k) Associates, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $11,475 |
| Lpl Financial Corporation | Investment advisory (plan) | $5,799 |