AUMdb

Allsource Enterprises Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Allsource Enterprises Llc · EIN 202653111 · Plan #001

Total assets
$5.9M
Net assets
$5.9M
Active participants
217
With balances
348

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
Match Grade Advisors, Llc CRD 299181 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Match Grade Advisors, Llc Investment advisory (participants) $23,304
Paychex, Inc. Recordkeeping $15,389