AUMdb

Allyis Retirement Plan

Sponsored by Allyis · EIN 911862878 · Plan #001

Total assets
$9.4M
Net assets
$9.4M
Active participants
102
With balances
138

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
Scs Recordkeeping, Trustee (institutional), Other services $18,267
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $12,532
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0