Lake Trust Credit Union 401(k) Plan
Sponsored by Lake Trust Credit Union · EIN 381250516 · Plan #002
- Total assets
- $53.0M
- Net assets
- $53.0M
- Active participants
- 499
- With balances
- 721
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retiremeny & Annuity Co | Recordkeeping fees | $134,085 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $9,290 |
| Gallagher Benefit Services Inc | Other fees | $0 |