Allegiance Benefit Plan Management, Inc. 401(k) Plan
Sponsored by Allegiance Benefit Plan Management, Inc. · EIN 810400550 · Plan #001
- Total assets
- $55.3M
- Net assets
- $55.3M
- Active participants
- 677
- With balances
- 761
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 |
|---|---|---|
| Stockman Wealth Management, Inc. CRD 122166 | fuzzy_auto · 97% | 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $113,288 |
| Stockman Wealth Management Dba Inve | Investment advisory (plan) | $75,203 |
| Empower Advisory Group, Llc | Investment management | $20,906 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $43 |