David Allen Company, Inc. 401 K Profit Sharing Plan
Sponsored by David Allen Company, Inc. · EIN 560889788 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 184
- With balances
- 208
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 |
| Level Four Advisory Services, Llc CRD 134086 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $21,070 |
| Level Four Advisory Services, Llc | Investment advisory (plan) | $8,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $7,599 |
| Blue Ridge Esop Associates | Contract administrator | $0 |
| Leafhouse Financial Advisors, Llc | Other fees | -$457 |