AUMdb

Liviniti Intermediate Ii, Llc 401(k) Plan

Sponsored by Liviniti Intermediate Ii, Llc · EIN 845140855 · Plan #001

Total assets
$13.4M
Net assets
$13.4M
Active participants
375
With balances
295

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $41,511
Royal Alliance Associates, Inc. Recordkeeping, Trustee (institutional), Other services $34,319
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0