AUMdb

Lotus Communications Corp. 401(k) Retirement And Savings Plan

Sponsored by Lotus Communications Corp. · EIN 952216930 · Plan #001

Total assets
$24.6M
Net assets
$24.6M
Active participants
450
With balances
241

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $5,965
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $2,244