AUMdb

Ent And Allergy Associates, Llp Retirement Savings Plan I

Sponsored by Ent And Allergy Associates, Llp · EIN 134000192 · Plan #001

Total assets
$240M
Net assets
$240M
Active participants
871
With balances
957

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
Private Advisor Group, Llc CRD 155216 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Private Advisor Group Llc Investment advisory (plan), Direct payment from the plan, Investment management $139,790
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $80,976
The Benefit Practice Other services, Other fees $0