AUMdb

Allin 401(k) Plan

Sponsored by Wisestaff Llc · EIN 200049637 · Plan #001

Total assets
$1.5M
Net assets
$1.5M
Active participants
80
With balances
214

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
Lifestyle Asset Management, Inc. CRD 157450 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $15,333
Lifestyle Asset Management Inc Investment advisory (plan) $7,001