AUMdb

Allied Digital Services Llc 401 K Plan

Sponsored by Allied Digital Services Llc · EIN 262912587 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
288
With balances
335

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Participant loan processing, Participant communication $23,834
Pensionmark Consulting (pension), Direct payment from the plan $18,000
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0