The Aagard Group, Llc. 401(k) Ps Plan
Sponsored by The Aagard Group, Llc · EIN 411860765 · Plan #001
- Total assets
- $25.8M
- Net assets
- $25.8M
- Active participants
- 314
- With balances
- 361
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan), Direct payment from the plan | $67,140 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $32,260 |