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

Active participants

13,833

Total plan assets

$11.9B

Filings (rows)

Direct comp

$300K

Indirect comp

$16K

Aggregating 2 name variants under "ALLIED INVESTMENT"

Click a variant to view it alone

ALLIED INVESTMENT ADVISORS11 ALLIED INVESTMENTS3

SERVICES PROVIDED

Advisor / Consultant12

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	IRVING, TX	Investment manager	11,679	$11.6B	$7K	$0
Independence Bank Independence Bank 401(k) Profit Sharing Plan and Trust · all filings	HAVRE, MT	Advisor / Consultant	147	$34.5M	$91K	$0
Glendive Medical Center Glendive Medical Center 401(k) Profit Sharing Plan · all filings	GLENDIVE, MT	Advisor / Consultant	380	$30.4M	$55K	$30
Ortho Montana, PSC Ortho Montana, PSC 401(k) Profit Sharing Plan · all filings	BILLINGS, MT	Advisor / Consultant	97	$30.1M	$21K	$0
Independence Bank Independence Bank 401(k) Profit Sharing Plan and Trust · all filings	HAVRE, MT	Advisor / Consultant	140	$29.3M	$18K	$0
Ortho Montana, PSC Ortho Montana, PSC 401(k) Profit Sharing Plan · all filings	BILLINGS, MT	Advisor / Consultant	94	$28.7M	$17K	$0
Glendive Medical Center Glendive Medical Center 401(k) Profit Sharing Plan · all filings	GLENDIVE, MT	Advisor / Consultant	394	$28.5M	$20K	$12
Ortho Montana, PSC Ortho Montana, PSC 401(k) Profit Sharing Plan · all filings	BILLINGS, MT	Advisor / Consultant	86	$27.8M	$16K	$0
Conlins Furniture, Inc. Conlin's Furniture Companies 401(k) Profit Sharing Plan · all filings	BILLINGS, MT	Investment manager	182	$6.0M	$0	$16K
Greenway Enterprises, Inc. Greenway Enterprises, Inc. 401(k) Plan · all filings	HELENA, MT	Advisor / Consultant	116	$4.9M	$11K	$0
BSW, Inc. BSW, Inc. Retirement Savings Plan · all filings	BUTTE, MT	Advisor / Consultant	77	$3.1M	$15K	$0
BSW, Inc. BSW, Inc. Retirement Savings Plan · all filings	BUTTE, MT	Advisor / Consultant	78	$3.0M	$12K	$0
Youth Dynamics, Inc. Youth Dynamics, Inc. Employer Sponsored Plan · all filings	BILLINGS, MT	Advisor / Consultant	363	$2.8M	$8K	$0
Youth Dynamics, Inc. Youth Dynamics, Inc. Employer Sponsored Plan · all filings	BILLINGS, MT	Advisor / Consultant	0	$0	$9K	$0