AUMdb

Allied Mortgage Group, Inc. Profit Sharing Plan

Sponsored by Allied Mortgage Group, Inc. · EIN 232721546 · Plan #001

Total assets
$13.2M
Net assets
$13.2M
Active participants
197
With balances
227

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
Northwestern Mutual Investment Serv Recordkeeping, Trustee (institutional), Other services $36,526
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $24,388
Mesirow Financial Investment Manage Participant loan processing, Direct payment from the plan $0