Allied Stone, Inc. 401(k) Plan
Sponsored by Allied Stone, Inc. · EIN 731571695 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 809
- With balances
- 220
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 |
|---|---|---|
| Provenance Wealth Advisors, Llc CRD 126529 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Provenance Wealth Advisors Llc | Consulting (general), Investment advisory (plan) | $12,843 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $10,657 |