AUMdb

Allstates World Cargo, Inc. 401(k) Savings Plan

Sponsored by Allstates Worldcargo, Inc. · EIN 844200213 · Plan #002

Total assets
$13.0M
Net assets
$13.0M
Active participants
185
With balances
222

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
Ironview Capital Management, Llc CRD 150250 fuzzy_auto · 98% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ironview Capital Management Bergin Investment advisory (plan) $25,937
Empower Annuity Insurance Company O Recordkeeping fees $13,178
Empower Advisory Group, Llc Investment management $4,876
The Paragon Alliance Group Llc Contract administrator $4,851