AUMdb

Allied Power Services 401(k) Plan

Sponsored by Allied Power Services, Llc · EIN 371857278 · Plan #001

Total assets
$34.8M
Net assets
$34.8M
Active participants
517
With balances
466

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $223,418
Leafhouse Financial Advisors Investment advisory (plan) $15,469
The Haslauer Group, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $12,650
Kestra Investment Services Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0