AUMdb

Lssi, Llc 401(k) Plan

Sponsored by Library Systems & Service, Llc · EIN 522003416 · Plan #001

Total assets
$18.1M
Net assets
$18.1M
Active participants
736
With balances
932

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
Cfg Wealth Management, Llc CRD 174040 fuzzy_auto · 94% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $86,186
Cfg Asset Management Llc Investment advisory (plan) $34,879
Empower Advisory Group, Llc Investment management $3,333