Allied Locke Industries, Inc. 401(k) Savings Plan
Sponsored by Allied Locke Industries, Inc. · EIN 362551805 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 255
- With balances
- 193
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 |
|---|---|---|
| Midland States Bank | Trustee (discretionary) | $89,628 |
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $2,722 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |