Lgi Services, Llc 403(b) Plan
Sponsored by Lgi Services, Llc · EIN 464232802 · Plan #005
- Total assets
- $40.0M
- Net assets
- $40.0M
- Active participants
- 155
- With balances
- 401
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $83,335 |
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $75,128 |
| Lgi Services | Other services, Other fees | $0 |