AUMdb

Allied Beverage Group, L.L.C. 401 (K) Plan

Sponsored by Allied Beverage Group, L.L.C. · EIN 223408559 · Plan #001

Total assets
$72.9M
Net assets
$72.9M
Active participants
392
With balances
471

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
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sentinel Benefits Group, Llc Direct payment from the plan, Recordkeeping $70,831
Sentinel Pension Advisors Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $63,729
Fidelity Investments Custodial (securities), Trustee (institutional), Direct payment from the plan $13,247