Lumivero, Llc 401(k) Retirement Plan
Sponsored by Lumivero, Llc · EIN 830989861 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 127
- With balances
- 162
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (plan), Direct payment from the plan | $38,909 |
| The Vanguard Group | Recordkeeping, Custodial (securities) | $12,596 |