Lcb Senior Living Llc 401(k) Profit Sharing Plan
Sponsored by Lcb Senior Living, Llc · EIN 383900044 · Plan #001
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 2,831
- With balances
- 3,544
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 |
|---|---|---|
| Whalerock Point Partners, Llc CRD 140781 | deterministic · 100% | 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 | $146,872 |
| Whalerock Point Partners Llc | Investment advisory (plan) | $96,656 |
| Empower Advisory Group, Llc | Investment management | $5,352 |