Longenecker & Associates, Inc. 401(k) Plan
Sponsored by Longenecker & Associates, Inc. · EIN 943318605 · Plan #003
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 142
- With balances
- 191
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $36,038 |
| Uniglobal Pension Planning, Inc. | Contract administrator, Direct payment from the plan, Other services | $9,075 |
| John Hancock Usa | Recordkeeping | $1,778 |
| Signature Estate Securities, Llc | Other services, Other commissions, Other fees | $0 |