AUMdb

L & L Products Employees' Profit Sharing Plan And Trust

Sponsored by L & L Products, Inc. · EIN 381587867 · Plan #002

Total assets
$186M
Net assets
$186M
Active participants
568
With balances
749

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $130,924
Merrill Lynch Investment advisory (plan), Direct payment from the plan $71,634
National Financial Services Securities brokerage, Securities brokerage commissions $0