What public Form 5500 filings show about the Allied Wealth Advisors Inc. 401(k) plan — and how to find and check your own account.
Allied Wealth Advisors Inc. (EIN 46-1595415) reports ALLIED WEALTH ADVISORS INC 401K on its most recent Form 5500, with $46K in plan assets across 7 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Allied Wealth Advisors Inc. filing — schedules, fees, and providers.
Allied Wealth Advisors Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Allied Wealth Advisors Inc.HR for the recordkeeper’s name and login.
