First Allied Advisory Services

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

456

Total plan assets

$28.9M

Filings (rows)

Direct comp

$33K

Indirect comp

Showing only "FIRST ALLIED ADVISORY SERVICES"

View all 6 variants aggregated →

FIRST ALLIED SECURITIES22 FIRST ALLIED ADVISORY SERVICES18 FIRST ALLIED3 FIRST ALLIED ADVISORY SVCS2 FIRST ALLIED ADVISORY SERVICES IN1 FIRST ALLIED ADVISORY SEVICES1

SERVICES PROVIDED

Other service providers14

Advisor / Consultant4

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Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ROI Revolution, Inc. ROI Revolution, Inc. 401(k) Plan · all filings	RALEIGH, NC	Other service providers	92	$11.1M	$5K	$0
K-Flex USA LLC K-Flex USA 401(k) Retirement Savings Plan · all filings	YOUNGSVILLE, NC	Other service providers	250	$9.8M	$16K	$0
Target RWE, LLC Target RWE, LLC 401(k) Plan · all filings	DURHAM, NC	Other service providers	114	$8.0M	$12K	$0