Allen Distribution 401(k) And Profit Sharing Plan
Sponsored by Allen Distribution · EIN 251576445 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 1,040
- With balances
- 1,665
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pa Retirement Solutions | Contract administrator, Consulting (general), Distribution (12b-1) fees | $86,756 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $74,167 |
| Mma Securities Llc | Investment advisory (plan) | $28,869 |