Allied Electric, Inc. 401(k) Savings And Retirement Plan
Sponsored by Allied Electric, Inc. · EIN 381889686 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 123
- With balances
- 153
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 |
|---|---|---|
| Advisory Alpha, Llc CRD 158282 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advisory Alpha, Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $67,578 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $3,608 |