Allworth Financial 401(k) Plan
Sponsored by Allworth Financial, Lp · EIN 680372662 · Plan #001
- Total assets
- $76.7M
- Net assets
- $76.7M
- Active participants
- 517
- With balances
- 627
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 |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees | $70,182 |
| Newport Trust Company | Trustee (institutional), Trustee (directed) | $14,642 |