AUMdb

Allgeier, Martin & Associates, Inc. Employees 401 K Profit Sharing Plan

Sponsored by Allgeier, Martin & Associates, Inc. · EIN 431146318 · Plan #001 · Joplin, MO

Total assets
$61.8M
Net assets
$61.8M
Active participants
147
With balances
161

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
Ekon Benefits Recordkeeping, Participant loan processing, Participant communication $10,494