Larkin,Hoffman,Daly & Lindgren, Ltd. Profit Sharing Plan And Trust
Sponsored by Larkin Hoffman Daly & Lindgren Ltd · EIN 410953357 · Plan #001
- Total assets
- $97.0M
- Net assets
- $97.0M
- Active participants
- 156
- With balances
- 204
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
| Legacy Financial Advisors Corporation CRD 115384 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $56,445 |
| Legacy Financial Advisors Corp | Investment advisory (participants), Direct payment from the plan | $33,097 |
| Advanced Capital Group | Investment advisory (plan), Direct payment from the plan | $11,500 |
| Advanced Capital Group | Investment advisory (plan), Direct payment from the plan | $11,500 |