AUMdb

Lim College 401(k) Plan

Sponsored by Laboratory Institute Of Merchandising, Inc. · EIN 135579528 · Plan #002

Total assets
$13.4M
Net assets
$13.4M
Active participants
292
With balances
209

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $8,568
Empower Life & Annuity Insurance Co Recordkeeping fees $6,523
Envestnet Retirement Solutions, Llc Other fees $3,285
Cetera Advisor Networks Llc Other commissions $0