AUMdb

Law Foundation Of Silicon Valley 401(k) Plan

Sponsored by Law Foundation Of Silicon Valley · EIN 521014754 · Plan #001

Total assets
$8.2M
Net assets
$8.2M
Active participants
73
With balances
119

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Newfront Retirement Services, Inc. CRD 167641 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newfront Retirement Services, Inc. Investment advisory (plan) $9,008
Empower Annuity Ins Co Of America Recordkeeping fees $2,028