Allard Nazarian Group, Inc. 401(k) Savings Plan
Sponsored by Allard Nazarian Group, Inc. · EIN 020364963 · Plan #003
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 157
- With balances
- 151
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 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 |
|---|---|---|
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $27,661 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $14,574 |
| Allard Nazarian Group Inc | Other fees | $12,500 |
| Empower Advisory Group, Llc | Investment management | $1,060 |