ALLIED INVESTMENTS

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

277

Total plan assets

$86.7M

Filings (rows)

Direct comp

$55K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
ORTHO MONTANA, PSC ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN	BILLINGS, MT	Advisor / Consultant INVESTMENT ADVISOR	97	$30.1M	$21K
ORTHO MONTANA, PSC ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN	BILLINGS, MT	Advisor / Consultant INVESTMENT ADVISOR	94	$28.7M	$17K
ORTHO MONTANA, PSC