AUMdb

Lifeplan Cco 401(k) Retirement Plan

Sponsored by Lifeplan Cco Ny, Llc · EIN 823070045 · Plan #001

Total assets
$20.4M
Net assets
$20.4M
Active participants
991
With balances
643

Plan year beginning 01/01/2024 · 401(k)

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
Benefit Plans Administrative Svcs Recordkeeping, Participant communication, Custodial (other) $43,862