AUMdb

Allied Government Solutions, Inc. Retirement Plan

Sponsored by Allied Government Solutions, Inc. · EIN 274329708 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
117
With balances
139

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Edward D Jones & Company Investment advisory (plan) $12,267
John Hancock Life Insurance Recordkeeping $3,566
Compass Retirement Consulting Group Recordkeeping, Participant loan processing, Recordkeeping fees $1,575