Allsup, Llc Retirement Savings Plan
Sponsored by Allsup, Llc · EIN 822208506 · Plan #001
- Total assets
- $44.7M
- Net assets
- $44.7M
- Active participants
- 534
- With balances
- 548
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 |
|---|---|---|
| Northwestern Mutual Investment Services, Llc CRD 2881 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwestern Mutual Investment | Investment advisory (plan) | $5,401 |
| Northwestern Mutual Wealth Mgmt Co | Finders' fees/placement fees | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$1,593 |