AUMdb

Plant/Allison Corporation Profit Sharing 401(k) Plan

Sponsored by Plant/Allison Corporation · EIN 010611050 · Plan #001

Total assets
$60.3M
Net assets
$60.3M
Active participants
123
With balances
177

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
Towers Watson Investment Services, Inc. CRD 110473 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Towers Watson Investment Services I Investment advisory (plan), Consulting fees $45,000
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $41,254