AUMdb

Allied Digestive Health 401(k) Plan

Sponsored by Allied Digestive Health, Llc · EIN 463915494 · Plan #001

Total assets
$89.6M
Net assets
$89.6M
Active participants
947
With balances
1,027

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $143,116
Usi Advisors Inc Investment advisory (plan) $32,407
Empower Advisory Group, Llc Investment management $13,250
Ascensus Holdings Inc Dba Futurepla Contract administrator $2,506