AUMdb

Allied 401(k) Plan

Sponsored by Allied Management Inc. · EIN 301007753 · Plan #001

Total assets
$15.2M
Net assets
$15.1M
Active participants
723
With balances
206

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Bokf, Na Custodial (securities), Trustee (institutional), Trustee (directed) $35,773