AUMdb

Fred Loya Insurance 401(k) Retirement Plan

Sponsored by Ep Loya Group, Lp · EIN 810586757 · Plan #001

Total assets
$24.7M
Net assets
$24.7M
Active participants
1,791
With balances
554

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
Jpmorgan Invest Holdings Llc Recordkeeping fees $15,062