ALLIED INVESTMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
14
Active participants
13,833
Total plan assets
$11.9B
Filings (rows)
14
Direct comp
$300K
Indirect comp
$16K
Aggregating 2 name variants under "ALLIED INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant12
Other2
Top plans served
All 14 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $7K |
| INDEPENDENCE BANK INDEPENDENCE BANK 401K PROFIT SHARING PLAN AND TRUST | HAVRE, MT | Advisor / Consultant INVESTMENT ADVISOR | 147 | $34.5M | $91K |
| GLENDIVE MEDICAL CENTER GLENDIVE MEDICAL CENTER 401(K) PROFIT SHARING PLAN | GLENDIVE, MT | Advisor / Consultant INVESTMENT ADVISORY | 380 | $30.4M | $55K |
| ORTHO MONTANA, PSC ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN | BILLINGS, MT | Advisor / Consultant INVESTMENT ADVISOR | 97 | $30.1M | $21K |
| INDEPENDENCE BANK INDEPENDENCE BANK 401K PROFIT SHARING PLAN AND TRUST | HAVRE, MT | Advisor / Consultant INVESTMENT ADVISOR | 140 | $29.3M | $18K |
| ORTHO MONTANA, PSC ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN | BILLINGS, MT | Advisor / Consultant INVESTMENT ADVISOR | 94 | $28.7M | $17K |
| GLENDIVE MEDICAL CENTER GLENDIVE MEDICAL CENTER 401(K) PROFIT SHARING PLAN | GLENDIVE, MT | Advisor / Consultant INVESTMENT ADVISORY | 394 | $28.5M | $20K |
| ORTHO MONTANA, PSC ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN | BILLINGS, MT | Advisor / Consultant INVESTMENT ADVISOR | 86 | $27.8M | $16K |
| CONLINS FURNITURE, INC. CONLIN'S FURNITURE COMPANIES 401(K) PROFIT SHARING PLAN | BILLINGS, MT | Other SERVICE PROVIDER | 182 | $6.0M | $0 |
| GREENWAY ENTERPRISES, INC. GREENWAY ENTERPRISES, INC. 401(K) PLAN | HELENA, MT | Advisor / Consultant INVESTMENT ADVISOR | 116 | $4.9M | $11K |
| BSW, INC. BSW, INC. RETIREMENT SAVINGS PLAN | BUTTE, MT | Advisor / Consultant INVESTMENT ADVISOR | 77 | $3.1M | $15K |
| BSW, INC. BSW, INC. RETIREMENT SAVINGS PLAN | BUTTE, MT | Advisor / Consultant INVESTMENT ADVISOR | 78 | $3.0M | $12K |
| YOUTH DYNAMICS, INC. YOUTH DYNAMICS, INC. EMPLOYER SPONSORED PLAN | BILLINGS, MT | Advisor / Consultant INVESTMENT ADVISOR | 363 | $2.8M | $8K |
| YOUTH DYNAMICS, INC. YOUTH DYNAMICS, INC. EMPLOYER SPONSORED PLAN | BILLINGS, MT | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $9K |