Advanced Lubrication Specialties 401(k) Plan
Sponsored by Advanced Lubrication Specialties Inc. · EIN 251469534 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.4M
- Active participants
- 125
- With balances
- 222
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $24,595 |
| Cetera Investment Advisers Llc | Investment advisory (plan) | $23,547 |
| Transamerica Fin. Life Insurance Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $18,792 |
| Lincoln National Corporation | Contract administrator | $12,774 |
| Rpa Financial Llc | Investment advisory (plan) | $4,582 |
| Definiti Llc | Recordkeeping | $1,114 |