AUMdb

Lambda Legal Retirement Benefit Plan

Sponsored by Lambda Legal Defense & Education Fund Inc. · EIN 237395681 · Plan #001

Total assets
$12.9M
Net assets
$12.9M
Active participants
96
With balances
237

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Global Retirement Partners, Llc Consulting (pension), Direct payment from the plan, Other fees $33,057
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $14,835
The Benefit Practice Participant loan processing, Direct payment from the plan $2,650