AUMdb

The Lozier Corporation Pension Plan And Trust

Sponsored by Lozier Corporation · EIN 470463247 · Plan #001

Total assets
$137M
Net assets
$137M
Active participants
340
With balances
0

Plan year beginning 01/01/2024

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
Russell Trust Company Trustee (directed), Other fees $518,382