Allied Investment Advisors LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Allied Investment Advisors LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $58,159 and reported indirect compensation totals $12.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$58.2KDirect + indirect, across loaded filings$58,171
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$58.2K
Indirect compensation$12

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation34%Glendive Medical Center
Top state share of plans100%MT
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Allied Investment Advisors LLC. Bars show relative scale.

  1. 1
    MT · 1 plan(s)
  2. 2
    MT · 1 plan(s)
  3. 3
    Bsw, Inc.$11.8K
    MT · 1 plan(s)
  4. 4
    MT · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Allied Investment Advisors LLC are sponsored, by plan count.

  1. 1
    MT4 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Glendive Medical CenterGlendive Medical Center 401(K) Profit Sharing Plan2023$19,931$12
Independence BankIndependence Bank 401k Profit Sharing Plan And Trust2023$17,983not reported in the loaded dataset
Bsw, Inc.Bsw, Inc. Retirement Savings Plan2023$11,777not reported in the loaded dataset
Youth Dynamics, Inc.Youth Dynamics, Inc. Employer Sponsored Plan2023$8,468not reported in the loaded dataset

Related Form 5500 pages