Thomas Allen, Incorporated Profit Sharing Plan
Sponsored by Thomas Allen, Inc. · EIN 411465839 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 504
- With balances
- 434
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $37,895 |
| Lethert Skwira Schultz & Co Llp | Other fees | $25,320 |
| Lpl Financial, Llc | Investment advisory (plan) | $24,419 |
| Ukg Inc Dba Ultimate Software Group | Other fees | $1,000 |