AUMdb

Lsq Group Holdings Llc 401(k) Plan

Sponsored by Lsq Group Holdings, Llc · EIN 473457416 · Plan #001

Total assets
$14.4M
Net assets
$14.4M
Active participants
73
With balances
129

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
Advus Financial Partners, Llc CRD 311990 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Advus Financial Partners Llc Investment advisory (plan) $43,653
Empower Annuity Insurance Company O Recordkeeping fees $8,252
Empower Advisory Group, Llc Investment management $1,739
Lsq Group Holdings Llc Dba Lsq Fund Other fees $1,000