AUMdb

Lippert Components, Inc. Employee Retirement Savings Plan

Sponsored by Lippert Components, Inc. · EIN 251217067 · Plan #002

Total assets
$304M
Net assets
$304M
Active participants
9,605
With balances
5,189

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
Thurston Springer Advisors, Llc CRD 299201 fuzzy_auto · 93% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

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 $543,391
Thurston Springer Contract administrator, Investment advisory (plan), Direct payment from the plan $188,198
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0