Allegheny Financial Group, Ltd. 401(k) Plan
Sponsored by Allegheny Financial Group · EIN 251307896 · Plan #001
- Total assets
- $39.2M
- Net assets
- $39.2M
- Active participants
- 98
- With balances
- 130
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $18,825 |
| Kline Keppel & Koryak Pc | Contract administrator | $912 |
| Empower Financial Services, Inc | Securities brokerage | $50 |
| Empower Financial Services, Inc | Other investment fees and expenses | $40 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |
| Empower Financial Services, Inc | Distribution (12b-1) fees | $0 |