Allete And Affiliated Companies Retirement Savings And Stock Ownership Plan
Sponsored by Allete, Inc. · EIN 410418150 · Plan #002
- Total assets
- $606M
- Net assets
- $606M
- Active participants
- 1,633
- With balances
- 2,312
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Recordkeeping, Participant loan processing | $292,277 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan, Consulting (general) | $205,676 |
| Geneva Capital Managmeent, Llc | Consulting (pension) | $97,408 |
| Taft Stettinius & Hollister Llp | Legal | $34,498 |
| Reilly Penner & Benton Llp | Accounting, Direct payment from the plan | $25,050 |
| Creative Planning Llc | Investment advisory (plan) | $22,000 |
| Qdro Consultants Company,Llc | Consulting (general), Direct payment from the plan | $900 |