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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ortho Montana, PSC Ortho Montana, PSC 401(k) Profit Sharing Plan · all filings	BILLINGS, MT	Advisor / Consultant	97	$30.1M	$21K	$0
Ortho Montana, PSC Ortho Montana, PSC 401(k) Profit Sharing Plan · all filings	BILLINGS, MT	Advisor / Consultant	94	$28.7M	$17K	$0
Ortho Montana, PSC Ortho Montana, PSC 401(k) Profit Sharing Plan · all filings	BILLINGS, MT	Advisor / Consultant	86	$27.8M	$16K	$0