Longchamps Electric, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Longchamps Electric, Llc · EIN 020325725 · Plan #002
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 132
- With balances
- 136
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,710 |
| Commonwealth Financial Network | Investment advisory (plan) | $17,405 |
| Rbc Wealth Management | Investment advisory (plan) | $11,967 |