Allegheny Millwork 401(k) Plan
Sponsored by Allegheny Millwork · EIN 251369567 · Plan #003
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 253
- With balances
- 315
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 |
|---|---|---|
| Fragasso Financial Advisors Inc. CRD 123255 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fragasso Financial Advisors | Investment advisory (plan) | $36,521 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,576 |
| Metro Benefits, Inc | Participant loan processing, Recordkeeping fees, Recordkeeping | $2,100 |