Allied Benefit Systems, Llc Retirement Savings Plan
Sponsored by Allied Benefit Systems, Llc · EIN 363086057 · Plan #001
- Total assets
- $33.3M
- Net assets
- $33.3M
- Active participants
- 809
- With balances
- 787
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan) | $41,241 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $39,203 |
| Cherry Bekaert Llp | Accounting, Consulting (general) | $36,520 |