Allen Organ Company Savings And Profit Sharing Plan
Sponsored by Allen Organ Company Llc · EIN 300521689 · Plan #003
- Total assets
- $19.0M
- Net assets
- $19.0M
- Active participants
- 129
- With balances
- 155
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 |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Advisors Asset Man | Investment advisory (participants) | $36,426 |
| John Hancock Life Insurance Co | Recordkeeping, Float revenue, Soft dollars commissions | $2,216 |