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

5,826

Total plan assets

$227.6M

Filings (rows)

Direct comp

$396K

Indirect comp

$14K

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

Prospecting the plans that use First Allied Advisory Services?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 18 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Alternate Solutions Health Network, LLC Alternate Solutions Healthcare System, Inc. 401(k) · all filings	DAYTON, OH	Other service providers	1,704	$42.0M	$48K	$0
Alternate Solutions Health Network, LLC Alternate Solutions Healthcare System, Inc. 401(k) · all filings	KETTERING, OH	Other service providers	1,504	$35.6M	$46K	$0
Casco Diversified Corporation Casco 401(k) Profit Sharing Plan · all filings	ST. LOUIS, MO	Advisor / Consultant	140	$24.1M	$54K	$0
EHS Support, LLC EHS Support, LLC Retirement Savings Plan · all filings	PITTSBURGH, PA	Advisor / Consultant	117	$15.2M	$25K	$0
Lutheran Homes of Oconomowoc, Inc. Lutheran Homes of Oconomowoc Retirement Plan · all filings	OCONOMOWOC, WI	Other service providers	376	$12.7M	$27K	$0
EHS Support, LLC EHS Support, LLC Retirement Savings Plan · all filings	PITTSBURGH, PA	Advisor / Consultant	113	$11.9M	$18K	$0
ROI Revolution, Inc. ROI Revolution, Inc. 401(k) Plan · all filings	RALEIGH, NC	Other service providers	92	$11.1M	$5K	$0
ROI Revolution, Inc. ROI Revolution, Inc. 401(k) Plan · all filings	RALEIGH, NC	Other service providers	109	$10.2M	$26K	$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
K-Flex USA LLC K-Flex USA 401(k) Retirement Savings Plan · all filings	YOUNGSVILLE, NC	Other service providers	204	$8.5M	$19K	$0
Target RWE, LLC Target RWE, LLC 401(k) Plan · all filings	DURHAM, NC	Other service providers	114	$8.0M	$12K	$0
K-Flex USA LLC K-Flex USA 401(k) Retirement Savings Plan · all filings	YOUNGSVILLE, NC	Other service providers	185	$7.7M	$20K	$0
ROI Revolution, Inc. ROI Revolution, Inc. 401(k) Plan · all filings	RALEIGH, NC	Other service providers	113	$7.7M	$24K	$0
Target Pharmasolutions, Inc. Target Pharmasolutions, Inc. 401(k) Plan · all filings	DURHAM, NC	Other service providers	116	$6.4M	$12K	$0
Beverly Hills Properties Beverly Hills Properties 401(k) Plan · all filings	BEVERLY HILLS, CA	Other service providers	233	$4.3M	$14K	$0
Roundabout Entertainment Inc. Roundabout Entertainment Inc. 401(k) Profit Sharing Plan & Trust · all filings	BURBANK, CA	Advisor / Consultant	114	$4.2M	$21K	$0
Congregational Home, Inc. Congregational Home, Inc. 401(k) Savings Plan · all filings	BROOKFIELD, WI	Other service providers	191	$4.2M	$0	$14K
Target Pharmasolutions, Inc. Target Pharmasolutions, Inc. 401(k) Plan · all filings	DURHAM, NC	Other service providers	151	$4.0M	$9K	$0