Allied Physicians, Inc. 401(k) Salary Reduction Plan And Trust
Sponsored by Allied Physicians Inc. · EIN 351155438 · Plan #004
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 0
- With balances
- 83
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 |
|---|---|---|
| Haines Isenbarger & Skiba Llc | Accounting, Direct payment from the plan | $16,500 |
| Charles Schwab & Co.,Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $72 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |