Lloyd Companies 401(k) Plan And Trust
Sponsored by Lloyd Companies, Inc. · EIN 832634703 · Plan #001
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 353
- With balances
- 434
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 |
|---|---|---|
| Security National Bank | Trustee (institutional), Recordkeeping, Investment management | $42,944 |
| Charles Schwab Trust Bank | Shareholder servicing fees, Custodial (securities), Float revenue | $1,885 |
| Charles Schwab & Co Inc | Custodial (securities), Shareholder servicing fees | $0 |