Livengrin Employee Retirement Plan
Sponsored by Livengrin Foundation · EIN 231668916 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 123
- With balances
- 198
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Fin. Life Ins. Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $19,497 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $16,806 |
| Lpl Financial Corporation | Investment advisory (plan) | $336 |