Allosource Employees' Retirement Plan
Sponsored by Allosource · EIN 841327507 · Plan #001
- Total assets
- $62.8M
- Net assets
- $62.8M
- Active participants
- 512
- With balances
- 664
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $92,720 |
| Ima Wealth | Consulting (general), Insurance brokerage commissions | $37,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $50 |